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Wingate Wealth Advisors’s TransDigm Group TDG Stock Holding History

Wingate Wealth 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
-17
Closed -$21.5K – 398
2024
Q4 		$21.5K Buy
+17
New +$22.4K 0.02% 279

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

Wingate Wealth Advisors's TDG Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 17 shares — an estimated $21.5K sold.

Wingate Wealth Advisors first reported a position in TDG in Q4 2024 and held it in 1 quarter. The position peaked at $21.5K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 17 TransDigm Group shares in Q1 2025, an estimated $21.5K.
  • Wingate Wealth Advisors first reported a position in TransDigm Group in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's TransDigm Group position peaked at $21.5K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.