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Rise Advisors’s TransDigm Group TDG Stock Holding History

Rise 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
Q4 		– Sell
-61
Closed -$79.9K – 1279
2025
Q3 		$79.9K Buy
61
+3
+5% +$4.29K 0.03% 188
2025
Q2 		$87.6K Sell
58
-1
-2% -$1.41K 0.03% 169
2025
Q1 		$81.1K Buy
59
+3
+5% +$4K 0.04% 168
2024
Q4 		$70.5K Buy
56
+3
+6% +$3.95K 0.03% 178
2024
Q3 		$75.3K Hold
53
– – 0.04% 170
2024
Q2 		$67.4K Hold
53
– – 0.04% 193
2024
Q1 		$65K Buy
53
+30
+130% +$33.8K 0.03% 189
2023
Q4 		$23.1K Buy
23
+1
+5% +$923 0.02% 238
2023
Q3 		$18.5K Buy
+22
New +$19.3K 0.01% 245

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's TDG Position: Q4 2025 in Review

Rise Advisors sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 61 shares — an estimated $79.9K sold.

Rise Advisors first reported a position in TDG in Q3 2023 and held it in 9 quarters. The position peaked at $87.6K in Q2 2025. 1,133 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • Rise Advisors reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 61 TransDigm Group shares in Q4 2025, an estimated $79.9K.
  • Rise Advisors first reported a position in TransDigm Group in Q3 2023 and held it in 9 quarters.
  • Rise Advisors's TransDigm Group position peaked at $87.6K in Q2 2025.
  • 1,133 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.