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SVB Wealth’s TransDigm Group TDG Stock Holding History

SVB Wealth’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
-185
Closed -$234K – 1767
2024
Q4 		$234K Buy
+185
New +$244K ﹤0.01% 633
2024
Q3 		– Sell
-211
Closed -$270K – 541
2024
Q2 		$270K Sell
211
-71
-25% -$91K 0.01% 591
2024
Q1 		$347K Sell
282
-98
-26% -$110K 0.01% 583
2023
Q4 		$385K Buy
380
+48
+14% +$44.3K 0.01% 556
2023
Q3 		$280K Sell
332
-27
-8% -$23.7K 0.01% 632
2023
Q2 		$321K Sell
359
-62
-15% -$49K 0.01% 638
2023
Q1 		$310K Buy
421
+38
+10% +$27.1K ﹤0.01% 700
2022
Q4 		$241K Sell
383
-72
-16% -$42.4K ﹤0.01% 838
2022
Q3 		$238K Buy
+455
New +$271K ﹤0.01% 778
2021
Q4 		– Sell
-476
Closed -$298K – 944
2021
Q3 		$298K Buy
476
+85
+22% +$53.1K ﹤0.01% 792
2021
Q2 		$253K Buy
+391
New +$245K ﹤0.01% 820
2016
Q1 		– Sell
-3,663
Closed -$837K – 538
2015
Q4 		$837K Sell
3,663
-1,537
-30% -$346K 0.03% 290
2015
Q3 		$1.1M Buy
5,200
+151
+3% +$34.6K 0.04% 287
2015
Q2 		$1.13M Sell
5,049
-64
-1% -$14.3K 0.04% 307
2015
Q1 		$1.12M Sell
5,113
-373
-7% -$78.6K 0.04% 303
2014
Q4 		$1.08M Buy
+5,486
New +$1.03M 0.03% 300

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's TDG Position: Q1 2025 in Review

SVB Wealth sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 185 shares — an estimated $234K sold.

SVB Wealth first reported a position in TDG in Q4 2014 and held it in 16 quarters. The position peaked at $1.13M in Q2 2015. 1,089 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • SVB Wealth reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 185 TransDigm Group shares in Q1 2025, an estimated $234K.
  • SVB Wealth first reported a position in TransDigm Group in Q4 2014 and held it in 16 quarters.
  • SVB Wealth's TransDigm Group position peaked at $1.13M in Q2 2015.
  • 1,089 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.