Sowell Financial Services’s TransDigm Group TDG Stock Holding History

Sowell Financial Services’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
2026 Q1	–	Sell	-170	Closed	-$226K	–	1186
2025 Q4	$226K	Buy	170 +3	+2%	+$3.93K	0.01%	963
2025 Q3	$220K	Buy	167 +24	+17%	+$34.3K	0.01%	961
2025 Q2	$217K	Sell	143 -2	-1%	-$2.81K	0.01%	924
2025 Q1	$201K	Buy	+145	New	+$193K	0.01%	932
2021 Q2	–	Sell	-156	Closed	-$93K	–	2476
2021 Q1	$93K	Sell	156 -7	-4%	-$4.13K	﹤0.01%	1398
2020 Q4	$101K	Hold	163	–	–	﹤0.01%	1152
2020 Q3	$77K	Buy	163 +8	+5%	+$3.76K	﹤0.01%	1068
2020 Q2	$69K	Sell	155 -414	-73%	-$157K	﹤0.01%	1082
2020 Q1	$182K	Buy	569 +465	+447%	+$253K	0.01%	674
2019 Q4	$58K	Buy	104 +78	+300%	+$42.7K	﹤0.01%	1107
2019 Q3	$14K	Buy	+26	New	+$13.3K	﹤0.01%	1419

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's TDG Position: Q1 2026 in Review

Sowell Financial Services sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 170 shares — an estimated $226K sold.

Sowell Financial Services first reported a position in TDG in Q3 2019 and held it in 11 quarters. The position peaked at $226K in Q4 2025. 1,113 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Sowell Financial Services reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 170 TransDigm Group shares in Q1 2026, an estimated $226K.
Sowell Financial Services first reported a position in TransDigm Group in Q3 2019 and held it in 11 quarters.
Sowell Financial Services's TransDigm Group position peaked at $226K in Q4 2025.
1,113 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.