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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
Q2 		– Sell
-177
Closed -$245K – 359
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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Advisors's TDG Position: Q2 2025 in Review

Legacy Advisors sold out of TransDigm Group (TDG) in Q2 2025, closing a stake of 177 shares — an estimated $245K sold.

Legacy Advisors first reported a position in TDG in Q1 2024 and held it in 4 quarters. The position peaked at $264K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

  • Legacy Advisors reported no remaining TransDigm Group position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 177 TransDigm Group shares in Q2 2025, an estimated $245K.
  • Legacy Advisors first reported a position in TransDigm Group in Q1 2024 and held it in 4 quarters.
  • Legacy Advisors's TransDigm Group position peaked at $264K in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.