Focus Partners Wealth
TDG icon

Focus Partners Wealth’s TransDigm Group TDG Stock Holding History

Focus Partners 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
2026
Q1 		$63.6M Buy
54,843
+3,181
+6% +$4.17M 0.07% 245
2025
Q4 		$68.7M Buy
51,662
+2,943
+6% +$3.86M 0.08% 228
2025
Q3 		$64.2M Buy
48,719
+8,527
+21% +$12.2M 0.1% 172
2025
Q2 		$61.1M Buy
40,192
+1,397
+4% +$1.96M 0.13% 159
2025
Q1 		$53.7M Buy
38,795
+7,452
+24% +$9.94M 0.13% 159
2024
Q4 		$39.7M Buy
31,343
+11,069
+55% +$14.6M 0.1% 186
2024
Q3 		$28.3M Sell
20,274
-24,956
-55% -$32.5M 0.09% 222
2024
Q2 		$57.8M Buy
45,230
+28,173
+165% +$36.1M 0.19% 121
2024
Q1 		$21M Buy
17,057
+12,416
+268% +$14M 0.17% 146
2023
Q4 		$4.7M Buy
+4,641
New +$4.28M 0.06% 239

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 $5.7T AUM 30.48% 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 $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
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