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Baker Tilly Wealth Management’s TransDigm Group TDG Stock Holding History

Baker Tilly Wealth Management’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
2026
Q3 		$331K Sell
306
-294
-49% -$353K 0.06% 215
2026
Q2 		$799K Buy
600
+38
+7% +$46.7K 0.17% 117
2026
Q1 		$651K Sell
562
-56
-9% -$73.4K 0.16% 126
2025
Q4 		$822K Sell
618
-121
-16% -$159K 0.2% 104
2025
Q3 		$974K Buy
739
+63
+9% +$90.1K 0.22% 92
2025
Q2 		$1.03M Sell
676
-34
-5% -$47.8K 0.37% 59
2025
Q1 		$982K Buy
710
+29
+4% +$38.7K 0.39% 63
2024
Q4 		$863K Buy
681
+98
+17% +$129K 0.34% 66
2024
Q3 		$832K Buy
583
+72
+14% +$93.6K 0.37% 67
2024
Q2 		$653K Sell
511
-16
-3% -$20.5K 0.27% 89
2024
Q1 		$649K Sell
527
-17
-3% -$19.1K 0.12% 191
2023
Q4 		$550K Sell
544
-199
-27% -$184K 0.09% 260
2023
Q3 		$626K Sell
743
-1,537
-67% -$1.35M 0.1% 203
2023
Q2 		$2.04M Sell
2,280
-131
-5% -$104K 0.21% 99
2023
Q1 		$1.78M Sell
2,411
-402
-14% -$287K 0.2% 109
2022
Q4 		$1.77M Buy
2,813
+940
+50% +$554K 0.22% 111
2022
Q3 		$983K Sell
1,873
-196
-9% -$117K 0.13% 165
2022
Q2 		$1.11M Buy
2,069
+106
+5% +$62.6K 0.15% 146
2022
Q1 		$1.28M Buy
1,963
+427
+28% +$274K 0.14% 148
2021
Q4 		$977K Buy
1,536
+276
+22% +$173K 0.1% 201
2021
Q3 		$787K Buy
1,260
+246
+24% +$154K 0.1% 207
2021
Q2 		$656K Buy
1,014
+34
+3% +$21.3K 0.11% 215
2021
Q1 		$576K Buy
+980
New +$577K 0.12% 212

Other funds holding TDG

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Baker Tilly Wealth Management's TDG Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its TransDigm Group (TDG) stake by 49% in Q3 2026, selling an estimated $353K and leaving 306 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #215.

Baker Tilly Wealth Management first reported a position in TDG in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.04M in Q2 2023. 32 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Baker Tilly Wealth Management held 306 shares of TransDigm Group worth $331K as of Q3 2026.
  • Baker Tilly Wealth Management sold 294 TransDigm Group shares in Q3 2026, an estimated $353K.
  • TransDigm Group made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #215 holding.
  • Baker Tilly Wealth Management first reported a position in TransDigm Group in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's TransDigm Group position peaked at $2.04M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.