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Dynamic Advisor Solutions’s TransDigm Group TDG Stock Holding History

Dynamic Advisor 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
Q2 		– Sell
-804
Closed -$1.11M – 925
2025
Q1 		$1.11M Buy
+804
New +$1.07M 0.04% 395
2024
Q4 		– Sell
-1,319
Closed -$1.88M – 831
2024
Q3 		$1.88M Buy
1,319
+111
+9% +$144K 0.06% 311
2024
Q2 		$1.54M Buy
1,208
+75
+7% +$96.2K 0.05% 349
2024
Q1 		$1.4M Buy
1,133
+231
+26% +$260K 0.05% 367
2023
Q4 		$883K Buy
+902
New +$832K 0.03% 441

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

Dynamic Advisor Solutions's TDG Position: Q2 2025 in Review

Dynamic Advisor Solutions sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 804 shares — an estimated $1.11M sold.

Dynamic Advisor Solutions first reported a position in TDG in Q4 2023 and held it in 5 quarters. The position peaked at $1.88M in Q3 2024. 1,109 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

  • Dynamic Advisor Solutions reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 804 TransDigm Group shares in Q2 2025, an estimated $1.11M.
  • Dynamic Advisor Solutions first reported a position in TransDigm Group in Q4 2023 and held it in 5 quarters.
  • Dynamic Advisor Solutions's TransDigm Group position peaked at $1.88M in Q3 2024.
  • 1,109 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2025, filed 9 Jul 2025.