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Heck Capital Advisors’s TransDigm Group TDG Stock Holding History

Heck Capital Advisors’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
-5
Closed -$6.34K – 726
2024
Q4 		$6.34K Buy
+5
New +$6.59K ﹤0.01% 559

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's TDG Position: Q1 2025 in Review

Heck Capital Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 5 shares — an estimated $6.34K sold.

Heck Capital Advisors first reported a position in TDG in Q4 2024 and held it in 1 quarter. The position peaked at $6.34K in Q4 2024. 1,089 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Heck Capital Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 5 TransDigm Group shares in Q1 2025, an estimated $6.34K.
  • Heck Capital Advisors first reported a position in TransDigm Group in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's TransDigm Group position peaked at $6.34K in Q4 2024.
  • 1,089 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.