Dakota Wealth Management’s TransDigm Group TDG Stock Holding History

Dakota 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	–	Sell	-2,210	Closed	-$3.06M	–	809
2025 Q1	$3.06M	Buy	+2,210	New	+$2.95M	0.07%	204
2023 Q1	–	Sell	-344	Closed	-$217K	–	647
2022 Q4	$217K	Buy	+344	New	+$203K	0.02%	532
2022 Q2	–	Sell	-345	Closed	-$225K	–	551
2022 Q1	$225K	Sell	345 -10	-3%	-$6.42K	0.02%	395
2021 Q4	$226K	Hold	355	–	–	0.02%	341
2021 Q3	$222K	Buy	355 +5	+1%	+$3.12K	0.03%	317
2021 Q2	$227K	Hold	350	–	–	0.03%	304
2021 Q1	$206K	Hold	350	–	–	0.03%	295
2020 Q4	$217K	Buy	+350	New	+$192K	0.03%	295

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dakota Wealth Management sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 2,210 shares — an estimated $3.06M sold.

Dakota Wealth Management first reported a position in TDG in Q4 2020 and held it in 8 quarters. The position peaked at $3.06M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

Dakota Wealth Management reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
Dakota Wealth Management sold 2,210 TransDigm Group shares in Q2 2025, an estimated $3.06M.
Dakota Wealth Management first reported a position in TransDigm Group in Q4 2020 and held it in 8 quarters.
Dakota Wealth Management's TransDigm Group position peaked at $3.06M in Q1 2025.
1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.