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Evolution Wealth Management’s TransDigm Group TDG Stock Holding History

Evolution 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
Q4 		– Sell
-5
Closed -$6.59K – 781
2025
Q3 		$6.59K Buy
+5
New +$7.15K 0.01% 411

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolution Wealth Management's TDG Position: Q4 2025 in Review

Evolution Wealth Management sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 5 shares — an estimated $6.59K sold.

Evolution Wealth Management first reported a position in TDG in Q3 2025 and held it in 1 quarter. The position peaked at $6.59K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • Evolution Wealth Management reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 5 TransDigm Group shares in Q4 2025, an estimated $6.59K.
  • Evolution Wealth Management first reported a position in TransDigm Group in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's TransDigm Group position peaked at $6.59K in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.