WI
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WBI Investments’s TransDigm Group TDG Stock Holding History

WBI Investments’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
-316
Closed -$481K – 371
2025
Q2 		$481K Sell
316
-818
-72% -$1.15M 0.12% 179
2025
Q1 		$1.57M Buy
+1,134
New +$1.51M 0.41% 73

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's TDG Position: Q3 2025 in Review

WBI Investments sold out of TransDigm Group (TDG) in Q3 2025, closing a stake of 316 shares — an estimated $481K sold.

WBI Investments first reported a position in TDG in Q1 2025 and held it in 2 quarters. The position peaked at $1.57M in Q1 2025. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

  • WBI Investments reported no remaining TransDigm Group position as of Q3 2025 after selling out during the quarter.
  • WBI Investments sold 316 TransDigm Group shares in Q3 2025, an estimated $481K.
  • WBI Investments first reported a position in TransDigm Group in Q1 2025 and held it in 2 quarters.
  • WBI Investments's TransDigm Group position peaked at $1.57M in Q1 2025.
  • 1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.