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Independent Financial Group’s TransDigm Group TDG Stock Holding History

Independent Financial Group’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
-183
Closed -$232K – 1264
2024
Q4 		$232K Buy
+183
New +$241K 0.01% 1021
2024
Q3 		– Sell
-277
Closed -$354K – 1192
2024
Q2 		$354K Buy
+277
New +$355K 0.01% 758

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

Independent Financial Group's TDG Position: Q1 2025 in Review

Independent Financial Group sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 183 shares — an estimated $232K sold.

Independent Financial Group first reported a position in TDG in Q2 2024 and held it in 2 quarters. The position peaked at $354K in Q2 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Independent Financial Group reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 183 TransDigm Group shares in Q1 2025, an estimated $232K.
  • Independent Financial Group first reported a position in TransDigm Group in Q2 2024 and held it in 2 quarters.
  • Independent Financial Group's TransDigm Group position peaked at $354K in Q2 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.