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Pacific Capital Wealth Advisors’s TransDigm Group TDG Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-16
Closed -$20.3K – 342
2024
Q4 		$20.3K Hold
16
– – ﹤0.01% 221
2024
Q3 		$22.8K Hold
16
– – ﹤0.01% 224
2024
Q2 		$20.4K Buy
+16
New +$20.5K ﹤0.01% 237

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's TDG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 16 shares — an estimated $20.3K sold.

Pacific Capital Wealth Advisors first reported a position in TDG in Q2 2024 and held it in 3 quarters. The position peaked at $22.8K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 16 TransDigm Group shares in Q1 2025, an estimated $20.3K.
  • Pacific Capital Wealth Advisors first reported a position in TransDigm Group in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's TransDigm Group position peaked at $22.8K in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.