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WR Wealth Planners’s TransDigm Group TDG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.54K Hold
2
– – ﹤0.01% 816
2024
Q3 		$2.85K Hold
2
– – ﹤0.01% 833
2024
Q2 		$2.56K Buy
2
+1
+100% +$1.28K ﹤0.01% 835
2024
Q1 		$1.23K Buy
+1
New +$1.13K ﹤0.01% 944
2022
Q4 		– Sell
-1
Closed -$525 – 540
2022
Q3 		$525 Buy
+1
New +$597 ﹤0.01% 440

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

WR Wealth Planners's TDG Position: Q4 2024 in Review

WR Wealth Planners held its TransDigm Group (TDG) position steady in Q4 2024 at 2 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

WR Wealth Planners first reported a position in TDG in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.85K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

  • WR Wealth Planners held 2 shares of TransDigm Group worth $2.54K as of Q4 2024.
  • WR Wealth Planners left its TransDigm Group share count unchanged in Q4 2024.
  • TransDigm Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #816 holding.
  • WR Wealth Planners first reported a position in TransDigm Group in Q3 2022 and has held it in 5 quarters since.
  • WR Wealth Planners's TransDigm Group position peaked at $2.85K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.