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Morningstar Investment Management’s TransDigm Group TDG Stock Holding History

Morningstar Investment 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
Q3 		– Sell
-435
Closed -$661K – 524
2025
Q2 		$661K Buy
+435
New +$611K 0.06% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Management's TDG Position: Q3 2025 in Review

Morningstar Investment Management sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 435 shares — an estimated $661K sold.

Morningstar Investment Management first reported a position in TDG in Q2 2025 and held it in 1 quarter. The position peaked at $661K in Q2 2025. 1,072 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

  • Morningstar Investment Management reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 435 TransDigm Group shares in Q3 2025, an estimated $661K.
  • Morningstar Investment Management first reported a position in TransDigm Group in Q2 2025 and held it in 1 quarter.
  • Morningstar Investment Management's TransDigm Group position peaked at $661K in Q2 2025.
  • 1,072 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.