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Legacy Advisors’s TransDigm Group TDG Stock Holding History

Legacy 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 		$245K Sell
177
-31
-15% -$41.3K 0.03% 371
2024
Q4 		$264K Buy
+208
New +$274K 0.03% 332
2024
Q3 		– Sell
-190
Closed -$243K – 390
2024
Q2 		$243K Sell
190
-12
-6% -$15.4K 0.03% 283
2024
Q1 		$249K Buy
+202
New +$227K 0.03% 276

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's TDG Position: Q1 2025 in Review

Legacy Advisors reduced its TransDigm Group (TDG) stake by 15% in Q1 2025, selling an estimated $41.3K and leaving 177 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #371.

Legacy Advisors first reported a position in TDG in Q1 2024 and has held it in 4 quarters since. The position peaked at $264K in Q4 2024. 1,089 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Legacy Advisors held 177 shares of TransDigm Group worth $245K as of Q1 2025.
  • Legacy Advisors sold 31 TransDigm Group shares in Q1 2025, an estimated $41.3K.
  • TransDigm Group made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #371 holding.
  • Legacy Advisors first reported a position in TransDigm Group in Q1 2024 and has held it in 4 quarters since.
  • Legacy Advisors's TransDigm Group position peaked at $264K in Q4 2024.
  • 1,089 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.