SFS
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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 – 2480
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return