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Coppell Advisory Solutions’s TransDigm Group TDG Stock Holding History

Coppell Advisory Solutions’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
-4
Closed -$5.12K – 1691
2024
Q4 		$5.12K Buy
4
+1
+33% +$1.32K ﹤0.01% 1317
2024
Q3 		$4.21K Sell
3
-14
-82% -$18.2K ﹤0.01% 1297
2024
Q2 		$21.7K Buy
+17
New +$21.8K ﹤0.01% 752

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's TDG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 4 shares — an estimated $5.12K sold.

Coppell Advisory Solutions first reported a position in TDG in Q2 2024 and held it in 3 quarters. The position peaked at $21.7K in Q2 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4 TransDigm Group shares in Q1 2025, an estimated $5.12K.
  • Coppell Advisory Solutions first reported a position in TransDigm Group in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's TransDigm Group position peaked at $21.7K in Q2 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.