JPL Wealth Management
TDG icon

JPL Wealth Management’s TransDigm Group TDG Stock Holding History

JPL Wealth Management’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
Q3 		$23.8K Sell
22
-26
-54% -$31.3K 0.01% 324
2026
Q2 		$63.9K Buy
48
+3
+7% +$3.68K 0.01% 227
2026
Q1 		$52.2K Buy
+45
New +$59K 0.01% 231
2025
Q4 		– Sell
-47
Closed -$61.9K – 1010
2025
Q3 		$61.9K Buy
+47
New +$67.2K 0.01% 226

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JPL Wealth Management's TDG Position: Q3 2026 in Review

JPL Wealth Management reduced its TransDigm Group (TDG) stake by 54% in Q3 2026, selling an estimated $31.3K and leaving 22 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #324.

JPL Wealth Management first reported a position in TDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $63.9K in Q2 2026. 914 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • JPL Wealth Management held 22 shares of TransDigm Group worth $23.8K as of Q3 2026.
  • JPL Wealth Management sold 26 TransDigm Group shares in Q3 2026, an estimated $31.3K.
  • TransDigm Group made up 0.01% of JPL Wealth Management's portfolio in Q3 2026, its #324 holding.
  • JPL Wealth Management first reported a position in TransDigm Group in Q3 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's TransDigm Group position peaked at $63.9K in Q2 2026.
  • 914 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.