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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s TransDigm Group TDG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026
Q1 		– Sell
-41
Closed -$54.9K – 565
2025
Q4 		$54.9K Buy
41
+10
+32% +$13.1K 0.02% 290
2025
Q3 		$41K Buy
31
+3
+11% +$4.29K 0.01% 292
2025
Q2 		$42.6K Buy
+28
New +$39.3K 0.01% 276

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TDG Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 41 shares — an estimated $54.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TDG in Q2 2025 and held it in 3 quarters. The position peaked at $54.9K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 41 TransDigm Group shares in Q1 2026, an estimated $54.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TransDigm Group in Q2 2025 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TransDigm Group position peaked at $54.9K in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.