KA
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Kovack Advisors’s TransDigm Group TDG Stock Holding History

Kovack 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
Q1 		– Sell
-274
Closed -$347K – 630
2024
Q4 		$347K Hold
274
– – 0.03% 406
2024
Q3 		$391K Buy
274
+6
+2% +$7.8K 0.04% 365
2024
Q2 		$342K Buy
268
+44
+20% +$56.4K 0.04% 389
2024
Q1 		$276K Hold
224
– – 0.03% 373
2023
Q4 		$227K Buy
+224
New +$207K 0.03% 486
2022
Q2 		– Sell
-309
Closed -$201K – 734
2022
Q1 		$201K Buy
+309
New +$199K 0.02% 650
2016
Q4 		– Sell
-700
Closed -$202K – 310
2016
Q3 		$202K Buy
+700
New +$196K 0.1% 229

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

Kovack Advisors's TDG Position: Q1 2025 in Review

Kovack Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 274 shares — an estimated $347K sold.

Kovack Advisors first reported a position in TDG in Q3 2016 and held it in 7 quarters. The position peaked at $391K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Kovack Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 274 TransDigm Group shares in Q1 2025, an estimated $347K.
  • Kovack Advisors first reported a position in TransDigm Group in Q3 2016 and held it in 7 quarters.
  • Kovack Advisors's TransDigm Group position peaked at $391K in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.