LVW Advisors’s TransDigm Group TDG Stock Holding History

LVW 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 Q3	–	Sell	-136	Closed	-$207K	–	364
2025 Q2	$207K	Buy	+136	New	+$191K	0.02%	317

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LVW Advisors's TDG Position: Q3 2025 in Review

LVW Advisors sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 136 shares — an estimated $207K sold.

LVW Advisors first reported a position in TDG in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

LVW Advisors reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
LVW Advisors sold 136 TransDigm Group shares in Q3 2025, an estimated $207K.
LVW Advisors first reported a position in TransDigm Group in Q2 2025 and held it in 1 quarter.
LVW Advisors's TransDigm Group position peaked at $207K in Q2 2025.
1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.