Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s TransDigm Group TDG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-1,900
Closed -$2.5M – 1230
2025
Q3 		$2.5M Sell
1,900
-221
-10% -$316K 0.01% 599
2025
Q2 		$3.23M Buy
2,121
+15
+0.7% +$21.1K 0.01% 524
2025
Q1 		$2.91M Sell
2,106
-206
-9% -$275K 0.01% 505
2024
Q4 		$2.93M Sell
2,312
-2,569
-53% -$3.38M 0.01% 503
2024
Q3 		$5.94M Buy
4,881
+550
+13% +$715K 0.04% 319
2024
Q2 		$5.53M Sell
4,331
-1,408
-25% -$1.81M 0.05% 269
2024
Q1 		$7.07M Buy
5,739
+1,661
+41% +$1.87M 0.09% 162
2023
Q4 		$4.13M Sell
4,078
-275
-6% -$254K 0.07% 177
2023
Q3 		$3.67M Sell
4,353
-208
-5% -$182K 0.07% 180
2023
Q2 		$4.08M Sell
4,561
-307
-6% -$243K 0.06% 177
2023
Q1 		$3.59M Sell
4,868
-3,072
-39% -$2.19M 0.06% 189
2022
Q4 		$5M Buy
7,940
+257
+3% +$151K 0.1% 157
2022
Q3 		$4.03M Buy
7,683
+4,381
+133% +$2.61M 0.09% 166
2022
Q2 		$1.77M Buy
+3,302
New +$1.95M 0.04% 231

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovitz Investment Group Partners's TDG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 1,900 shares — an estimated $2.5M sold.

Kovitz Investment Group Partners first reported a position in TDG in Q2 2022 and held it in 14 quarters. The position peaked at $7.07M in Q1 2024. 1,133 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,900 TransDigm Group shares in Q4 2025, an estimated $2.5M.
  • Kovitz Investment Group Partners first reported a position in TransDigm Group in Q2 2022 and held it in 14 quarters.
  • Kovitz Investment Group Partners's TransDigm Group position peaked at $7.07M in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.