Von Berge Wealth Management Group’s TransDigm Group TDG Stock Holding History

Von Berge Wealth Management Group’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	-175	Closed	-$275K	–	42
2025 Q2	$275K	Hold	175	–	–	0.15%	49
2025 Q1	$239K	Hold	175	–	–	0.15%	52
2024 Q4	$239K	Hold	175	–	–	0.14%	58
2024 Q3	$242K	Hold	175	–	–	0.15%	56
2024 Q2	$219K	Hold	175	–	–	0.14%	59
2024 Q1	$216K	Buy	+175	New	+$197K	0.14%	63

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Von Berge Wealth Management Group's TDG Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 175 shares — an estimated $275K sold.

Von Berge Wealth Management Group first reported a position in TDG in Q1 2024 and held it in 6 quarters. The position peaked at $275K in Q2 2025. 1,072 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

Von Berge Wealth Management Group reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 175 TransDigm Group shares in Q3 2025, an estimated $275K.
Von Berge Wealth Management Group first reported a position in TransDigm Group in Q1 2024 and held it in 6 quarters.
Von Berge Wealth Management Group's TransDigm Group position peaked at $275K in Q2 2025.
1,072 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.