Petros Family Wealth’s TransDigm Group TDG Stock Holding History

Petros Family Wealth’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	-249	Closed	-$316K	–	139
2024 Q4	$316K	Buy	+249	New	+$328K	0.34%	80

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

Petros Family Wealth's TDG Position: Q1 2025 in Review

Petros Family Wealth sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 249 shares — an estimated $316K sold.

Petros Family Wealth first reported a position in TDG in Q4 2024 and held it in 1 quarter. The position peaked at $316K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

Petros Family Wealth reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
Petros Family Wealth sold 249 TransDigm Group shares in Q1 2025, an estimated $316K.
Petros Family Wealth first reported a position in TransDigm Group in Q4 2024 and held it in 1 quarter.
Petros Family Wealth's TransDigm Group position peaked at $316K in Q4 2024.
1,087 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Petros Family Wealth's 13F filing for Q1 2025, filed 23 Apr 2025.