JSW
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Journey Strategic Wealth’s TransDigm Group TDG Stock Holding History

Journey Strategic Wealth’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
Q3 		– Sell
-247
Closed -$375K – 770
2025
Q2 		$375K Buy
+247
New +$347K 0.01% 364

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Journey Strategic Wealth's TDG Position: Q3 2025 in Review

Journey Strategic Wealth sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 247 shares — an estimated $375K sold.

Journey Strategic Wealth first reported a position in TDG in Q2 2025 and held it in 1 quarter. The position peaked at $375K in Q2 2025. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

  • Journey Strategic Wealth reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 247 TransDigm Group shares in Q3 2025, an estimated $375K.
  • Journey Strategic Wealth first reported a position in TransDigm Group in Q2 2025 and held it in 1 quarter.
  • Journey Strategic Wealth's TransDigm Group position peaked at $375K in Q2 2025.
  • 1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.