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Westover Capital Advisors’s TransDigm Group TDG Stock Holding History

Westover Capital Advisors’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
-239
Closed -$303K – 247
2024
Q4 		$303K Buy
+239
New +$315K 0.07% 190

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

Westover Capital Advisors's TDG Position: Q1 2025 in Review

Westover Capital Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 239 shares — an estimated $303K sold.

Westover Capital Advisors first reported a position in TDG in Q4 2024 and held it in 1 quarter. The position peaked at $303K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Westover Capital Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 239 TransDigm Group shares in Q1 2025, an estimated $303K.
  • Westover Capital Advisors first reported a position in TransDigm Group in Q4 2024 and held it in 1 quarter.
  • Westover Capital Advisors's TransDigm Group position peaked at $303K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.