TritonPoint Wealth’s TransDigm Group TDG Stock Holding History

TritonPoint 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 Q3	–	Sell	-150	Closed	-$228K	–	357
2025 Q2	$228K	Buy	+150	New	+$211K	0.02%	319

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TritonPoint Wealth's TDG Position: Q3 2025 in Review

TritonPoint Wealth sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 150 shares — an estimated $228K sold.

TritonPoint Wealth first reported a position in TDG in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

TritonPoint Wealth reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
TritonPoint Wealth sold 150 TransDigm Group shares in Q3 2025, an estimated $228K.
TritonPoint Wealth first reported a position in TransDigm Group in Q2 2025 and held it in 1 quarter.
TritonPoint Wealth's TransDigm Group position peaked at $228K in Q2 2025.
1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on TritonPoint Wealth's 13F filing for Q3 2025, filed 15 Oct 2025.