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HBW Advisory Services’s TransDigm Group TDG Stock Holding History

HBW Advisory Services’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
Q1 		– Sell
-190
Closed -$241K – 423
2024
Q4 		$241K Buy
190
+5
+3% +$6.59K 0.02% 323
2024
Q3 		$264K Buy
185
+22
+13% +$28.6K 0.04% 299
2024
Q2 		$208K Buy
+163
New +$209K 0.03% 317

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HBW Advisory Services's TDG Position: Q1 2025 in Review

HBW Advisory Services sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 190 shares — an estimated $241K sold.

HBW Advisory Services first reported a position in TDG in Q2 2024 and held it in 3 quarters. The position peaked at $264K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • HBW Advisory Services reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • HBW Advisory Services sold 190 TransDigm Group shares in Q1 2025, an estimated $241K.
  • HBW Advisory Services first reported a position in TransDigm Group in Q2 2024 and held it in 3 quarters.
  • HBW Advisory Services's TransDigm Group position peaked at $264K in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.