Stonegate Investment Group’s TransDigm Group TDG Stock Holding History

Stonegate Investment Group’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 Q3	$409K	Buy	311 +4	+1%	+$5.72K	0.01%	275
2025 Q2	$466K	Buy	307 +16	+5%	+$22.5K	0.01%	247
2025 Q1	$402K	Sell	291 -27	-8%	-$36K	0.01%	243
2024 Q4	$403K	Sell	318 -1	-0.3%	-$1.32K	0.01%	238
2024 Q3	$455K	Buy	+319	New	+$415K	0.01%	240

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonegate Investment Group's TDG Position: Q3 2025 in Review

Stonegate Investment Group increased its TransDigm Group (TDG) stake by 1.3% in Q3 2025, buying an estimated $5.72K and bringing the position to 311 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #275.

Stonegate Investment Group first reported a position in TDG in Q3 2024 and has held it in 5 quarters since. The position peaked at $466K in Q2 2025. 1,072 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

Stonegate Investment Group held 311 shares of TransDigm Group worth $409K as of Q3 2025.
Stonegate Investment Group bought 4 TransDigm Group shares in Q3 2025, an estimated $5.72K.
TransDigm Group made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #275 holding.
Stonegate Investment Group first reported a position in TransDigm Group in Q3 2024 and has held it in 5 quarters since.
Stonegate Investment Group's TransDigm Group position peaked at $466K in Q2 2025.
1,072 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.