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Waldron Private Wealth’s TransDigm Group TDG Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-186
Closed -$236K – 418
2024
Q4 		$236K Buy
186
+2
+1% +$2.63K 0.01% 376
2024
Q3 		$263K Buy
184
+2
+1% +$2.6K 0.01% 348
2024
Q2 		$233K Hold
182
– – 0.01% 366
2024
Q1 		$224K Buy
+182
New +$205K 0.01% 374

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 $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's TDG Position: Q1 2025 in Review

Waldron Private Wealth sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 186 shares — an estimated $236K sold.

Waldron Private Wealth first reported a position in TDG in Q1 2024 and held it in 4 quarters. The position peaked at $263K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Waldron Private Wealth reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 186 TransDigm Group shares in Q1 2025, an estimated $236K.
  • Waldron Private Wealth first reported a position in TransDigm Group in Q1 2024 and held it in 4 quarters.
  • Waldron Private Wealth's TransDigm Group position peaked at $263K in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.