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Cornerstone Wealth Group’s TransDigm Group TDG Stock Holding History

Cornerstone Wealth Group’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
-153
Closed -$212K – 331
2025
Q1 		$212K Buy
+153
New +$204K 0.02% 270
2024
Q4 		– Sell
-144
Closed -$206K – 287
2024
Q3 		$206K Buy
+144
New +$187K 0.02% 253

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Group's TDG Position: Q2 2025 in Review

Cornerstone Wealth Group sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 153 shares — an estimated $212K sold.

Cornerstone Wealth Group first reported a position in TDG in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

  • Cornerstone Wealth Group reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 153 TransDigm Group shares in Q2 2025, an estimated $212K.
  • Cornerstone Wealth Group first reported a position in TransDigm Group in Q3 2024 and held it in 2 quarters.
  • Cornerstone Wealth Group's TransDigm Group position peaked at $212K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Cornerstone Wealth Group's 13F filing for Q2 2025, filed 28 Jul 2025.