Realta Investment Advisors’s TransDigm Group TDG Stock Holding History

Realta 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 Q1	–	Sell	-608	Closed	-$776K	–	366
2024 Q4	$776K	Buy	608 +50	+9%	+$65.9K	0.32%	67
2024 Q3	$788K	Sell	558 -22	-4%	-$28.6K	0.36%	68
2024 Q2	$741K	Buy	580 +123	+27%	+$158K	0.15%	158
2024 Q1	$563K	Buy	457 +38	+9%	+$42.8K	0.12%	212
2023 Q4	$424K	Buy	+419	New	+$387K	0.1%	244
2020 Q1	–	Sell	-343	Closed	-$193K	–	1264
2019 Q4	$193K	Hold	343	–	–	0.05%	353
2019 Q3	$178K	Sell	343 -20	-6%	-$10.3K	0.05%	355
2019 Q2	$177K	Sell	363 -10	-3%	-$4.68K	0.05%	360
2019 Q1	$170K	Buy	+373	New	+$151K	0.08%	307

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

Realta Investment Advisors's TDG Position: Q1 2025 in Review

Realta Investment Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 608 shares — an estimated $776K sold.

Realta Investment Advisors first reported a position in TDG in Q1 2019 and held it in 9 quarters. The position peaked at $788K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

Realta Investment Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 608 TransDigm Group shares in Q1 2025, an estimated $776K.
Realta Investment Advisors first reported a position in TransDigm Group in Q1 2019 and held it in 9 quarters.
Realta Investment Advisors's TransDigm Group position peaked at $788K in Q3 2024.
1,087 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.