Valmark Advisers’s TransDigm Group TDG Stock Holding History

Valmark 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	-1,285	Closed	-$1.95M	–	678
2025 Q2	$1.95M	Buy	1,285 +10	+0.8%	+$14K	0.03%	227
2025 Q1	$1.76M	Buy	1,275 +54	+4%	+$72K	0.03%	227
2024 Q4	$1.55M	Buy	1,221 +27	+2%	+$35.6K	0.02%	247
2024 Q3	$1.7M	Sell	1,194 -7	-0.6%	-$9.1K	0.03%	220
2024 Q2	$1.53M	Sell	1,201 -30	-2%	-$38.5K	0.03%	215
2024 Q1	$1.52M	Buy	+1,231	New	+$1.39M	0.03%	212

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

Valmark Advisers's TDG Position: Q3 2025 in Review

Valmark Advisers sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 1,285 shares — an estimated $1.95M sold.

Valmark Advisers first reported a position in TDG in Q1 2024 and held it in 6 quarters. The position peaked at $1.95M in Q2 2025. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

Valmark Advisers reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
Valmark Advisers sold 1,285 TransDigm Group shares in Q3 2025, an estimated $1.95M.
Valmark Advisers first reported a position in TransDigm Group in Q1 2024 and held it in 6 quarters.
Valmark Advisers's TransDigm Group position peaked at $1.95M in Q2 2025.
1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.