Global Financial Private Client’s TransDigm Group TDG Stock Holding History

Global Financial Private Client’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	-17	Closed	-$23.5K	–	1434
2025 Q1	$23.5K	Buy	17 +3	+21%	+$4K	0.01%	427
2024 Q4	$17.7K	Buy	14 +1	+8%	+$1.32K	0.01%	449
2024 Q3	$18.6K	Buy	13 +11	+550%	+$14.3K	0.01%	440
2024 Q2	$2.56K	Hold	2	–	–	﹤0.01%	556
2024 Q1	$2.43K	Hold	2	–	–	﹤0.01%	572
2023 Q4	$2.02K	Hold	2	–	–	﹤0.01%	581
2023 Q3	$1.65K	Hold	2	–	–	﹤0.01%	587
2023 Q2	$1.79K	Hold	2	–	–	﹤0.01%	581
2023 Q1	$1.49K	Hold	2	–	–	﹤0.01%	599
2022 Q4	$1.26K	Hold	2	–	–	﹤0.01%	596
2022 Q3	$1.08K	Hold	2	–	–	﹤0.01%	574
2022 Q2	$1.08K	Hold	2	–	–	﹤0.01%	561
2022 Q1	$1.33K	Hold	2	–	–	﹤0.01%	564
2021 Q4	$1.27K	Hold	2	–	–	﹤0.01%	557
2021 Q3	$1.31K	Hold	2	–	–	﹤0.01%	504
2021 Q2	$1.32K	Hold	2	–	–	﹤0.01%	511
2021 Q1	$1.21K	Hold	2	–	–	﹤0.01%	487
2020 Q4	$1.24K	Buy	+2	New	+$1.1K	﹤0.01%	460

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Financial Private Client's TDG Position: Q2 2025 in Review

Global Financial Private Client sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 17 shares — an estimated $23.5K sold.

Global Financial Private Client first reported a position in TDG in Q4 2020 and held it in 18 quarters. The position peaked at $23.5K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

Global Financial Private Client reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 17 TransDigm Group shares in Q2 2025, an estimated $23.5K.
Global Financial Private Client first reported a position in TransDigm Group in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's TransDigm Group position peaked at $23.5K in Q1 2025.
1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.