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Tower Wealth Partners’s TransDigm Group TDG Stock Holding History

Tower Wealth Partners’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
-190
Closed -$253K – 98
2025
Q4 		$253K Buy
190
+3
+2% +$3.93K 0.14% 74
2025
Q3 		$246K Buy
187
+8
+4% +$11.4K 0.14% 77
2025
Q2 		$272K Buy
179
+8
+5% +$11.2K 0.16% 65
2025
Q1 		$237K Buy
+171
New +$228K 0.13% 70
2024
Q4 		– Sell
-141
Closed -$201K – 84
2024
Q3 		$201K Buy
+141
New +$183K 0.12% 74

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 $5.72T 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

Tower Wealth Partners's TDG Position: Q1 2026 in Review

Tower Wealth Partners sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 190 shares — an estimated $253K sold.

Tower Wealth Partners first reported a position in TDG in Q3 2024 and held it in 5 quarters. The position peaked at $272K in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Tower Wealth Partners reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • Tower Wealth Partners sold 190 TransDigm Group shares in Q1 2026, an estimated $253K.
  • Tower Wealth Partners first reported a position in TransDigm Group in Q3 2024 and held it in 5 quarters.
  • Tower Wealth Partners's TransDigm Group position peaked at $272K in Q2 2025.
  • 1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.