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Congress Wealth Management’s TransDigm Group TDG Stock Holding History

Congress Wealth Management’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 		$414K Buy
271
+20
+8% +$28.1K ﹤0.01% 980
2025
Q1 		$348K Buy
+251
New +$335K ﹤0.01% 912

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's TDG Position: Q2 2025 in Review

Congress Wealth Management increased its TransDigm Group (TDG) stake by 8% in Q2 2025, buying an estimated $28.1K and bringing the position to 271 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Congress Wealth Management first reported a position in TDG in Q1 2025 and has held it in 2 quarters since. 1,111 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

  • Congress Wealth Management held 271 shares of TransDigm Group worth $414K as of Q2 2025.
  • Congress Wealth Management bought 20 TransDigm Group shares in Q2 2025, an estimated $28.1K.
  • TransDigm Group made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #980 holding.
  • Congress Wealth Management first reported a position in TransDigm Group in Q1 2025 and has held it in 2 quarters since.
  • 1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.