VNA
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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
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 $5.7T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return