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Laurel Wealth Advisors (North Carolina)’s TransDigm Group TDG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-1
Closed -$1.38K – 610
2025
Q1 		$1.38K Hold
1
– – ﹤0.01% 617
2024
Q4 		$1.27K Buy
+1
New +$1.32K ﹤0.01% 647

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
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
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

Laurel Wealth Advisors (North Carolina)'s TDG Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 1 share — an estimated $1.38K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TDG in Q4 2024 and held it in 2 quarters. The position peaked at $1.38K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 TransDigm Group share in Q2 2025, an estimated $1.38K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in TransDigm Group in Q4 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s TransDigm Group position peaked at $1.38K in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.