Castleview Partners’s TransDigm Group TDG Stock Holding History

Castleview Partners’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 Q1	–	Sell	-89	Closed	-$112K	–	522
2024 Q4	$112K	Buy	89 +2	+2%	+$2.63K	0.06%	243
2024 Q3	$124K	Buy	87 +33	+61%	+$42.9K	0.07%	210
2024 Q2	$69K	Buy	54 +4	+8%	+$5.13K	0.04%	283
2024 Q1	$61.6K	Buy	50 +8	+19%	+$9.01K	0.03%	326
2023 Q4	$42.5K	Buy	42 +23	+121%	+$21.2K	0.03%	336
2023 Q3	$16K	Sell	19 -45	-70%	-$39.5K	0.01%	383
2023 Q2	$57.2K	Buy	64 +45	+237%	+$35.6K	0.05%	240
2023 Q1	$14K	Buy	19 +7	+58%	+$5K	0.01%	383
2022 Q4	$7.55K	Buy	+12	New	+$7.07K	0.01%	402

Other funds holding TDG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's TDG Position: Q1 2025 in Review

Castleview Partners sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 89 shares — an estimated $112K sold.

Castleview Partners first reported a position in TDG in Q4 2022 and held it in 9 quarters. The position peaked at $124K in Q3 2024. 1,089 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

Castleview Partners reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 89 TransDigm Group shares in Q1 2025, an estimated $112K.
Castleview Partners first reported a position in TransDigm Group in Q4 2022 and held it in 9 quarters.
Castleview Partners's TransDigm Group position peaked at $124K in Q3 2024.
1,089 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.