Cavalier Investments’s TransDigm Group TDG Stock Holding History

Cavalier Investments’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 Q4	–	Sell	-2,015	Closed	-$1.49M	–	107
2025 Q3	$1.49M	Buy	2,015 +86	+4%	+$123K	0.12%	72
2025 Q2	$2.93M	Sell	1,929 -23	-1%	-$32.3K	0.89%	28
2025 Q1	$2.7M	Sell	1,952 -2	-0.1%	-$2.67K	0.92%	31
2024 Q4	$2.48M	Buy	1,954 +48	+3%	+$63.2K	0.83%	30
2024 Q3	$2.72M	Buy	1,906 +69	+4%	+$89.7K	0.83%	33
2024 Q2	$2.35M	Buy	1,837 +31	+2%	+$39.7K	0.72%	37
2024 Q1	$2.22M	Sell	1,806 -2,348	-57%	-$2.64M	0.81%	31
2023 Q4	$4.2M	Buy	4,154 +96	+2%	+$88.6K	1.55%	16
2023 Q3	$3.42M	Buy	4,058 +140	+4%	+$123K	1.34%	20
2023 Q2	$3.5M	Buy	+3,918	New	+$3.1M	1.28%	19
2020 Q2	–	Sell	-1,300	Closed	-$416K	–	122
2020 Q1	$416K	Hold	1,300	–	–	0.25%	71
2019 Q4	$728K	Hold	1,300	–	–	0.32%	68
2019 Q3	$677K	Buy	+1,300	New	+$667K	0.29%	69

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Cavalier Investments's TDG Position: Q4 2025 in Review

Cavalier Investments sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 2,015 shares — an estimated $1.49M sold.

Cavalier Investments first reported a position in TDG in Q3 2019 and held it in 13 quarters. The position peaked at $4.2M in Q4 2023. 1,130 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

Cavalier Investments reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
Cavalier Investments sold 2,015 TransDigm Group shares in Q4 2025, an estimated $1.49M.
Cavalier Investments first reported a position in TransDigm Group in Q3 2019 and held it in 13 quarters.
Cavalier Investments's TransDigm Group position peaked at $4.2M in Q4 2023.
1,130 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Cavalier Investments's 13F filing for Q4 2025, filed 13 Feb 2026.