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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
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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baker Tilly Wealth Management's TDG Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its TransDigm Group (TDG) stake by 6.8% in Q2 2026, buying an estimated $46.7K and bringing the position to 600 shares worth $799K. The position accounts for 0.17% of the portfolio, ranked #117.

Baker Tilly Wealth Management first reported a position in TDG in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.04M in Q2 2023. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Baker Tilly Wealth Management held 600 shares of TransDigm Group worth $799K as of Q2 2026.
  • Baker Tilly Wealth Management bought 38 TransDigm Group shares in Q2 2026, an estimated $46.7K.
  • TransDigm Group made up 0.17% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Baker Tilly Wealth Management first reported a position in TransDigm Group in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's TransDigm Group position peaked at $2.04M in Q2 2023.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.