Evoke Wealth’s TransDigm Group TDG Stock Holding History

Evoke Wealth’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	-150	Closed	-$207K	–	618
2025 Q1	$207K	Buy	+150	New	+$200K	0.01%	416
2022 Q4	–	Sell	-32	Closed	-$17K	–	1055
2022 Q3	$17K	Sell	32 -53	-62%	-$31.6K	﹤0.01%	670
2022 Q2	$46K	Buy	85 +44	+107%	+$26K	﹤0.01%	529
2022 Q1	$27K	Buy	41 +1	+3%	+$642	﹤0.01%	607
2021 Q4	$25K	Hold	40	–	–	﹤0.01%	649
2021 Q3	$25K	Sell	40 -3	-7%	-$1.87K	﹤0.01%	607
2021 Q2	$28K	Buy	43 +3	+8%	+$1.88K	﹤0.01%	597
2021 Q1	$24K	Buy	40 +11	+38%	+$6.48K	﹤0.01%	560
2020 Q4	$18K	Buy	29 +16	+123%	+$8.8K	﹤0.01%	513
2020 Q3	$6K	Hold	13	–	–	﹤0.01%	641
2020 Q2	$6K	Buy	13 +4	+44%	+$1.51K	﹤0.01%	641
2020 Q1	$2.9K	Sell	9 -9	-50%	-$4.9K	﹤0.01%	738
2019 Q4	$10.7K	Hold	18	–	–	﹤0.01%	726
2019 Q3	$9.4K	Buy	+18	New	+$9.23K	﹤0.01%	838

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 $3.37T AUM 44.26% 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

Evoke Wealth's TDG Position: Q2 2025 in Review

Evoke Wealth sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 150 shares — an estimated $207K sold.

Evoke Wealth first reported a position in TDG in Q3 2019 and held it in 14 quarters. The position peaked at $207K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

Evoke Wealth reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
Evoke Wealth sold 150 TransDigm Group shares in Q2 2025, an estimated $207K.
Evoke Wealth first reported a position in TransDigm Group in Q3 2019 and held it in 14 quarters.
Evoke Wealth's TransDigm Group position peaked at $207K in Q1 2025.
1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Evoke Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.