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TrueWealth Advisors’s TransDigm Group TDG Stock Holding History

TrueWealth Advisors’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
-433
Closed -$549K – 235
2024
Q4 		$549K Buy
433
+157
+57% +$207K 0.18% 101
2024
Q3 		$394K Buy
276
+80
+41% +$104K 0.13% 140
2024
Q2 		$250K Buy
+196
New +$251K 0.09% 193

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrueWealth Advisors's TDG Position: Q1 2025 in Review

TrueWealth Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 433 shares — an estimated $549K sold.

TrueWealth Advisors first reported a position in TDG in Q2 2024 and held it in 3 quarters. The position peaked at $549K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • TrueWealth Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 433 TransDigm Group shares in Q1 2025, an estimated $549K.
  • TrueWealth Advisors first reported a position in TransDigm Group in Q2 2024 and held it in 3 quarters.
  • TrueWealth Advisors's TransDigm Group position peaked at $549K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.