JWCA
TDG icon

J.W. Cole Advisors’s TransDigm Group TDG Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-1,009
Closed -$1.34M – 1396
2025
Q4 		$1.34M Buy
1,009
+30
+3% +$39.3K 0.03% 544
2025
Q3 		$1.29M Buy
979
+168
+21% +$240K 0.02% 628
2025
Q2 		$1.23M Sell
811
-13
-2% -$18.3K 0.03% 597
2025
Q1 		$1.14M Buy
+824
New +$1.1M 0.04% 496
2024
Q3 		– Sell
-229
Closed -$293K – 962
2024
Q2 		$293K Buy
+229
New +$294K 0.01% 712

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

J.W. Cole Advisors's TDG Position: Q1 2026 in Review

J.W. Cole Advisors sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 1,009 shares — an estimated $1.34M sold.

J.W. Cole Advisors first reported a position in TDG in Q2 2024 and held it in 5 quarters. The position peaked at $1.34M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • J.W. Cole Advisors reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,009 TransDigm Group shares in Q1 2026, an estimated $1.34M.
  • J.W. Cole Advisors first reported a position in TransDigm Group in Q2 2024 and held it in 5 quarters.
  • J.W. Cole Advisors's TransDigm Group position peaked at $1.34M in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.