FDx Advisors’s TransDigm Group TDG Stock Holding History

FDx Advisors’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	-210	Closed	-$290K	–	190
2025 Q1	$290K	Sell	210 -1	-0.5%	-$1.33K	0.09%	133
2024 Q4	$267K	Sell	211 -12	-5%	-$15.8K	0.08%	148
2024 Q3	$318K	Sell	223 -41	-16%	-$53.3K	0.09%	143
2024 Q2	$337K	Sell	264 -47	-15%	-$60.3K	0.09%	130
2024 Q1	$383K	Sell	311 -181	-37%	-$204K	0.06%	243
2023 Q4	$498K	Buy	492 +144	+41%	+$133K	0.04%	394
2023 Q3	$293K	Sell	348 -283	-45%	-$248K	0.02%	477
2023 Q2	$564K	Buy	631 +95	+18%	+$75.1K	0.03%	418
2023 Q1	$338K	Hold	536	–	–	0.01%	527
2022 Q4	$338K	Buy	536 +84	+19%	+$49.5K	0.01%	527
2022 Q3	$237K	Sell	452 -160	-26%	-$95.5K	0.01%	638
2022 Q2	$328K	Sell	612 -14	-2%	-$8.26K	0.01%	597
2022 Q1	$408K	Buy	626 +52	+9%	+$33.4K	0.01%	558
2021 Q4	$365K	Buy	574 +179	+45%	+$112K	0.01%	631
2021 Q3	$247K	Buy	395 +14	+4%	+$8.74K	0.01%	727
2021 Q2	$247K	Buy	+381	New	+$239K	0.01%	713

Other funds holding TDG

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 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 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