GWSA
TDG icon

Global Wealth Strategies & Associates’s TransDigm Group TDG Stock Holding History

Global Wealth Strategies & Associates’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
-11
Closed -$15.2K – 454
2025
Q1 		$15.2K Hold
11
– – ﹤0.01% 205
2024
Q4 		$13.9K Hold
11
– – ﹤0.01% 198
2024
Q3 		$15.7K Hold
11
– – 0.01% 157
2024
Q2 		$14.1K Hold
11
– – 0.01% 145
2024
Q1 		$13.5K Hold
11
– – 0.01% 154
2023
Q4 		$11.1K Hold
11
– – ﹤0.01% 155
2023
Q3 		$9.27K Hold
11
– – ﹤0.01% 167
2023
Q2 		$9.84K Hold
11
– – ﹤0.01% 163
2023
Q1 		$8.11K Buy
+11
New +$7.86K ﹤0.01% 181

Other funds holding TDG

Vanguard Group
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
BlackRock New York $5.72T 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
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 $1.56T 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

Global Wealth Strategies & Associates's TDG Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 11 shares — an estimated $15.2K sold.

Global Wealth Strategies & Associates first reported a position in TDG in Q1 2023 and held it in 9 quarters. The position peaked at $15.7K in Q3 2024. 1,110 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 11 TransDigm Group shares in Q2 2025, an estimated $15.2K.
  • Global Wealth Strategies & Associates first reported a position in TransDigm Group in Q1 2023 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's TransDigm Group position peaked at $15.7K in Q3 2024.
  • 1,110 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.