Pinnacle Wealth Management’s TransDigm Group TDG Stock Holding History

Pinnacle Wealth 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 Q1	–	Sell	-1,581	Closed	-$2M	–	74
2024 Q4	$2M	Sell	1,581 -25	-2%	-$32.9K	2.23%	24
2024 Q3	$2.29M	Sell	1,606 -254	-14%	-$330K	2.74%	19
2024 Q2	$2.38M	Buy	1,860 +448	+32%	+$574K	2.97%	13
2024 Q1	$1.74M	Buy	1,412 +43	+3%	+$48.4K	1.81%	28
2023 Q4	$1.38M	Buy	+1,369	New	+$1.26M	1.58%	26

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

Pinnacle Wealth Management's TDG Position: Q1 2025 in Review

Pinnacle Wealth Management sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 1,581 shares — an estimated $2M sold.

Pinnacle Wealth Management first reported a position in TDG in Q4 2023 and held it in 5 quarters. The position peaked at $2.38M in Q2 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

Pinnacle Wealth Management reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
Pinnacle Wealth Management sold 1,581 TransDigm Group shares in Q1 2025, an estimated $2M.
Pinnacle Wealth Management first reported a position in TransDigm Group in Q4 2023 and held it in 5 quarters.
Pinnacle Wealth Management's TransDigm Group position peaked at $2.38M in Q2 2024.
1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Pinnacle Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.