Evercore Wealth Management’s TransDigm Group TDG Stock Holding History

Evercore 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	-906	Closed	-$1.25M	–	425
2025 Q1	$1.25M	Hold	906	–	–	0.02%	204
2024 Q4	$1.15M	Hold	906	–	–	0.02%	208
2024 Q3	$1.29M	Hold	906	–	–	0.02%	199
2024 Q2	$1.16M	Sell	906 -2	-0.2%	-$2.56K	0.02%	208
2024 Q1	$1.12M	Sell	908 -6,001	-87%	-$6.76M	0.02%	212
2023 Q4	$6.99M	Sell	6,909 -498	-7%	-$459K	0.12%	81
2023 Q3	$6.25M	Hold	7,407	–	–	0.12%	80
2023 Q2	$6.62M	Sell	7,407 -1	-0%	-$791	0.12%	80
2023 Q1	$5.46M	Buy	7,408 +1	+0%	+$714	0.11%	85
2022 Q4	$4.66M	Sell	7,407 -1,496	-17%	-$881K	0.1%	92
2022 Q3	$4.67M	Sell	8,903 -1,100	-11%	-$656K	0.11%	88
2022 Q2	$5.37M	Hold	10,003	–	–	0.11%	88
2022 Q1	$6.52M	Hold	10,003	–	–	0.12%	86
2021 Q4	$6.37M	Hold	10,003	–	–	0.1%	93
2021 Q3	$6.25M	Hold	10,003	–	–	0.11%	90
2021 Q2	$6.47M	Sell	10,003 -25	-0.2%	-$15.7K	0.12%	91
2021 Q1	$5.9M	Buy	10,028 +9,005	+880%	+$5.31M	0.12%	97
2020 Q4	$633K	Sell	1,023 -47	-4%	-$25.8K	0.01%	261
2020 Q3	$508K	Hold	1,070	–	–	0.01%	259
2020 Q2	$473K	Hold	1,070	–	–	0.01%	267
2020 Q1	$343K	Sell	1,070 -8	-0.7%	-$4.36K	0.01%	278
2019 Q4	$604K	Hold	1,078	–	–	0.02%	261
2019 Q3	$561K	Sell	1,078 -21	-2%	-$10.8K	0.02%	264
2019 Q2	$532K	Hold	1,099	–	–	0.02%	273
2019 Q1	$499K	Buy	1,099 +21	+2%	+$8.52K	0.02%	269
2018 Q4	$367K	Buy	1,078 +1	+0.1%	+$343	0.01%	279
2018 Q3	$401K	Buy	1,077 +7	+0.7%	+$2.52K	0.01%	305
2018 Q2	$369K	Hold	1,070	–	–	0.01%	302
2018 Q1	$328K	Sell	1,070 -166	-13%	-$48.9K	0.01%	292
2017 Q4	$339K	Hold	1,236	–	–	0.01%	294
2017 Q3	$316K	Hold	1,236	–	–	0.01%	310
2017 Q2	$333K	Hold	1,236	–	–	0.01%	312
2017 Q1	$273K	Sell	1,236 -24	-2%	-$5.73K	0.01%	329
2016 Q4	$314K	Sell	1,260 -36	-3%	-$9.45K	0.01%	305
2016 Q3	$375K	Buy	1,296 +46	+4%	+$12.9K	0.02%	278
2016 Q2	$329K	Buy	1,250 +60	+5%	+$14.7K	0.01%	295
2016 Q1	$263K	Buy	1,190 +20	+2%	+$4.37K	0.01%	312
2015 Q4	$268K	Hold	1,170	–	–	0.01%	325
2015 Q3	$249K	Sell	1,170 -156	-12%	-$35.7K	0.01%	354
2015 Q2	$297K	Hold	1,326	–	–	0.01%	355
2015 Q1	$290K	Sell	1,326 -417	-24%	-$87.8K	0.01%	358
2014 Q4	$342K	Hold	1,743	–	–	0.02%	298
2014 Q3	$322K	Hold	1,743	–	–	0.02%	324
2014 Q2	$292K	Hold	1,743	–	–	0.02%	343
2014 Q1	$323K	Hold	1,743	–	–	0.02%	313
2013 Q4	$280K	Hold	1,743	–	–	0.02%	335
2013 Q3	$243K	Hold	1,743	–	–	0.01%	378
2013 Q2	$273K	Buy	+1,743	New	+$262K	0.02%	361

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evercore Wealth Management sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 906 shares — an estimated $1.25M sold.

Evercore Wealth Management first reported a position in TDG in Q2 2013 and held it in 48 quarters. The position peaked at $6.99M in Q4 2023. 1,110 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

Evercore Wealth Management reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
Evercore Wealth Management sold 906 TransDigm Group shares in Q2 2025, an estimated $1.25M.
Evercore Wealth Management first reported a position in TransDigm Group in Q2 2013 and held it in 48 quarters.
Evercore Wealth Management's TransDigm Group position peaked at $6.99M in Q4 2023.
1,110 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Evercore Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.