DWM
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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
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 $5.7T 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 $1.47T 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