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USA Financial Formulas’s TransDigm Group TDG Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-122
Closed -$161K – 472
2025
Q3 		$161K Buy
+122
New +$174K 0.03% 161
2019
Q1 		– Sell
-4
Closed -$1K – 319
2018
Q4 		$1K Buy
+4
New +$1.37K ﹤0.01% 310

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

USA Financial Formulas's TDG Position: Q4 2025 in Review

USA Financial Formulas sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 122 shares — an estimated $161K sold.

USA Financial Formulas first reported a position in TDG in Q4 2018 and held it in 2 quarters. The position peaked at $161K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • USA Financial Formulas reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • USA Financial Formulas sold 122 TransDigm Group shares in Q4 2025, an estimated $161K.
  • USA Financial Formulas first reported a position in TransDigm Group in Q4 2018 and held it in 2 quarters.
  • USA Financial Formulas's TransDigm Group position peaked at $161K in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.