Optimum Investment Advisors’s TransDigm Group TDG Stock Holding History

Optimum Investment 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	$460K	Buy	349 +7	+2%	+$10K	0.18%	107
2025 Q2	$520K	Hold	342	–	–	0.23%	89
2025 Q1	$473K	Hold	342	–	–	0.22%	92
2024 Q4	$433K	Buy	342 +15	+5%	+$19.8K	0.19%	109
2024 Q3	$467K	Hold	327	–	–	0.2%	105
2024 Q2	$418K	Hold	327	–	–	0.19%	113
2024 Q1	$403K	Hold	327	–	–	0.19%	114
2023 Q4	$331K	Hold	327	–	–	0.17%	130
2023 Q3	$276K	Hold	327	–	–	0.14%	152
2023 Q2	$292K	Buy	+327	New	+$259K	0.14%	147

Other funds holding TDG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Optimum Investment Advisors's TDG Position: Q3 2025 in Review

Optimum Investment Advisors increased its TransDigm Group (TDG) stake by 2% in Q3 2025, buying an estimated $10K and bringing the position to 349 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #107.

Optimum Investment Advisors first reported a position in TDG in Q2 2023 and has held it in 10 quarters since. The position peaked at $520K in Q2 2025. 1,072 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

Optimum Investment Advisors held 349 shares of TransDigm Group worth $460K as of Q3 2025.
Optimum Investment Advisors bought 7 TransDigm Group shares in Q3 2025, an estimated $10K.
TransDigm Group made up 0.18% of Optimum Investment Advisors's portfolio in Q3 2025, its #107 holding.
Optimum Investment Advisors first reported a position in TransDigm Group in Q2 2023 and has held it in 10 quarters since.
Optimum Investment Advisors's TransDigm Group position peaked at $520K in Q2 2025.
1,072 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.