IWA
TDG icon

Icon Wealth Advisors’s TransDigm Group TDG Stock Holding History

Icon Wealth 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
Q4 		– Sell
-603
Closed -$795K – 510
2025
Q3 		$795K Buy
603
+90
+18% +$129K 0.05% 200
2025
Q2 		$780K Buy
+513
New +$721K 0.06% 200

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's TDG Position: Q4 2025 in Review

Icon Wealth Advisors sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 603 shares — an estimated $795K sold.

Icon Wealth Advisors first reported a position in TDG in Q2 2025 and held it in 2 quarters. The position peaked at $795K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • Icon Wealth Advisors reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 603 TransDigm Group shares in Q4 2025, an estimated $795K.
  • Icon Wealth Advisors first reported a position in TransDigm Group in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's TransDigm Group position peaked at $795K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.