Orion Portfolio Solutions’s TransDigm Group TDG Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.87M	Buy	1,352 +238	+21%	+$317K	0.02%	741
2024 Q4	$1.41M	Buy	1,114 +46	+4%	+$60.6K	0.01%	871
2024 Q3	$1.52M	Buy	1,068 +61	+6%	+$79.3K	0.02%	828
2024 Q2	$1.29M	Buy	1,007 +129	+15%	+$165K	0.01%	864
2024 Q1	$1.08M	Buy	878 +284	+48%	+$320K	0.01%	954
2023 Q4	$592K	Buy	594 +110	+23%	+$101K	0.01%	1146
2023 Q3	$408K	Buy	484 +77	+19%	+$67.6K	﹤0.01%	1276
2023 Q2	$363K	Buy	407 +69	+20%	+$54.6K	﹤0.01%	1333
2023 Q1	$249K	Buy	+338	New	+$241K	﹤0.01%	1415
2020 Q3	–	Sell	-97	Closed	-$43K	–	1867
2020 Q2	$43K	Sell	97 -30	-24%	-$11.4K	﹤0.01%	745
2020 Q1	$41K	Buy	127 +12	+10%	+$6.54K	﹤0.01%	637
2019 Q4	$64K	Buy	+115	New	+$62.9K	0.01%	506

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's TDG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its TransDigm Group (TDG) stake by 21% in Q1 2025, buying an estimated $317K and bringing the position to 1,352 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #741.

Orion Portfolio Solutions first reported a position in TDG in Q4 2019 and has held it in 12 quarters since. 1,087 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

Orion Portfolio Solutions held 1,352 shares of TransDigm Group worth $1.87M as of Q1 2025.
Orion Portfolio Solutions bought 238 TransDigm Group shares in Q1 2025, an estimated $317K.
TransDigm Group made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #741 holding.
Orion Portfolio Solutions first reported a position in TransDigm Group in Q4 2019 and has held it in 12 quarters since.
1,087 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.