Valley National Advisers’s TransDigm Group TDG Stock Holding History

Valley National Advisers’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	-1	Closed	-$1K	–	893
2025 Q2	$1K	Hold	1	–	–	﹤0.01%	799
2025 Q1	$1K	Hold	1	–	–	﹤0.01%	800
2024 Q4	$1K	Hold	1	–	–	﹤0.01%	760
2024 Q3	$1K	Sell	1 -104	-99%	-$135K	﹤0.01%	724
2024 Q2	$134K	Sell	105 -4	-4%	-$5.13K	0.02%	276
2024 Q1	$134K	Buy	109 +4	+4%	+$4.5K	0.02%	279
2023 Q4	$106K	Buy	105 +47	+81%	+$43.4K	0.02%	305
2023 Q3	$49K	Buy	58 +12	+26%	+$10.5K	0.01%	389
2023 Q2	$42K	Buy	+46	New	+$36.4K	0.01%	416

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 $3.38T AUM 44.17% 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

Valley National Advisers's TDG Position: Q3 2025 in Review

Valley National Advisers sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 1 share — an estimated $1K sold.

Valley National Advisers first reported a position in TDG in Q2 2023 and held it in 9 quarters. The position peaked at $134K in Q2 2024. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

Valley National Advisers reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
Valley National Advisers sold 1 TransDigm Group share in Q3 2025, an estimated $1K.
Valley National Advisers first reported a position in TransDigm Group in Q2 2023 and held it in 9 quarters.
Valley National Advisers's TransDigm Group position peaked at $134K in Q2 2024.
1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Valley National Advisers's 13F filing for Q3 2025, filed 17 Oct 2025.