Financial Gravity Asset Management’s TransDigm Group TDG Stock Holding History

Financial Gravity Asset 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	-3	Closed	-$3.95K	–	923
2025 Q3	$3.95K	Buy	+3	New	+$4.29K	﹤0.01%	709
2024 Q2	–	Sell	-4	Closed	-$6.35K	–	2337
2024 Q1	$6.35K	Buy	4 +3	+300%	+$3.38K	﹤0.01%	815
2023 Q4	$3.09K	Buy	+1	New	+$923	﹤0.01%	927
2023 Q3	–	Sell	-894	Closed	-$784K	–	738
2023 Q2	$506	Buy	+894	New	+$707K	﹤0.01%	1001
2023 Q1	–	Sell	-630	Closed	-$240	–	1626
2022 Q4	$240	Buy	+630	New	+$371K	﹤0.01%	904
2019 Q2	–	Sell	-1	Closed	-$468	–	1647
2019 Q1	$0	Buy	+1	New	+$406	﹤0.01%	1535
2018 Q3	$1K	Hold	3	–	–	﹤0.01%	1251
2018 Q2	$1K	Sell	3 -1	-25%	-$329	﹤0.01%	1278
2018 Q1	$1K	Buy	+4	New	+$1.18K	﹤0.01%	1262

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Financial Gravity Asset Management's TDG Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 3 shares — an estimated $3.95K sold.

Financial Gravity Asset Management first reported a position in TDG in Q1 2018 and held it in 9 quarters. The position peaked at $6.35K in Q1 2024. 1,131 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

Financial Gravity Asset Management reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 3 TransDigm Group shares in Q4 2025, an estimated $3.95K.
Financial Gravity Asset Management first reported a position in TransDigm Group in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's TransDigm Group position peaked at $6.35K in Q1 2024.
1,131 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.