Carolinas Wealth Consulting’s TransDigm Group TDG Stock Holding History

Carolinas Wealth Consulting’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$6.92K	–	837
2025 Q1	$6.92K	Buy	5 +1	+25%	+$1.33K	﹤0.01%	563
2024 Q4	$5.07K	Sell	4 -1	-20%	-$1.32K	﹤0.01%	634
2024 Q3	$7.14K	Buy	5 +1	+25%	+$1.3K	﹤0.01%	612
2024 Q2	$5.11K	Hold	4	–	–	﹤0.01%	648
2024 Q1	$4.93K	Hold	4	–	–	﹤0.01%	646
2023 Q4	$4.05K	Hold	4	–	–	﹤0.01%	651
2023 Q3	$3.31K	Hold	4	–	–	﹤0.01%	666
2023 Q2	$3.58K	Hold	4	–	–	﹤0.01%	732
2023 Q1	$2.95K	Hold	4	–	–	﹤0.01%	770
2022 Q4	$2.52K	Hold	4	–	–	﹤0.01%	785
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	781
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	782
2022 Q1	$3K	Hold	4	–	–	﹤0.01%	774
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	796
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	814
2021 Q2	$3K	Hold	4	–	–	﹤0.01%	780
2021 Q1	$2K	Hold	4	–	–	﹤0.01%	835
2020 Q4	$2K	Hold	4	–	–	﹤0.01%	760
2020 Q3	$2K	Hold	4	–	–	﹤0.01%	747
2020 Q2	$2K	Buy	+4	New	+$1.51K	﹤0.01%	516

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's TDG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 5 shares — an estimated $6.92K sold.

Carolinas Wealth Consulting first reported a position in TDG in Q2 2020 and held it in 20 quarters. The position peaked at $7.14K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 TransDigm Group shares in Q2 2025, an estimated $6.92K.
Carolinas Wealth Consulting first reported a position in TransDigm Group in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's TransDigm Group position peaked at $7.14K in Q3 2024.
1,110 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.