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MorganRosel Wealth Management’s TransDigm Group TDG Stock Holding History

MorganRosel Wealth Management’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
-722
Closed -$952K – 118
2025
Q3 		$952K Buy
722
+2
+0.3% +$2.86K 0.25% 65
2025
Q2 		$1.09M Sell
720
-2
-0.3% -$2.81K 0.3% 57
2025
Q1 		$999K Sell
722
-65
-8% -$86.7K 0.3% 56
2024
Q4 		$997K Buy
787
+31
+4% +$40.8K 0.33% 55
2024
Q3 		$1.08M Buy
+756
New +$983K 0.36% 53

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

MorganRosel Wealth Management's TDG Position: Q4 2025 in Review

MorganRosel Wealth Management sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 722 shares — an estimated $952K sold.

MorganRosel Wealth Management first reported a position in TDG in Q3 2024 and held it in 5 quarters. The position peaked at $1.09M in Q2 2025. 1,133 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • MorganRosel Wealth Management reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 722 TransDigm Group shares in Q4 2025, an estimated $952K.
  • MorganRosel Wealth Management first reported a position in TransDigm Group in Q3 2024 and held it in 5 quarters.
  • MorganRosel Wealth Management's TransDigm Group position peaked at $1.09M in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on MorganRosel Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.