Bartlett & Co Wealth Management’s TransDigm Group TDG Stock Holding History

Bartlett & Co 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 Q1	$8.05K	Buy	7 +3	+75%	+$3.93K	﹤0.01%	952
2025 Q4	$5.32K	Hold	4	–	–	﹤0.01%	1008
2025 Q3	$5.27K	Buy	+4	New	+$5.72K	﹤0.01%	998
2022 Q4	–	Sell	-35	Closed	-$18.4K	–	1188
2022 Q3	$18.4K	Hold	35	–	–	﹤0.01%	720
2022 Q2	$18.8K	Buy	+35	New	+$20.7K	﹤0.01%	747
2021 Q3	–	Sell	-3	Closed	-$1.94K	–	1066
2021 Q2	$1.94K	Hold	3	–	–	﹤0.01%	856
2021 Q1	$1.76K	Hold	3	–	–	﹤0.01%	897
2020 Q4	$1.86K	Buy	+3	New	+$1.65K	﹤0.01%	933

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's TDG Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its TransDigm Group (TDG) stake by 75% in Q1 2026, buying an estimated $3.93K and bringing the position to 7 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Bartlett & Co Wealth Management first reported a position in TDG in Q4 2020 and has held it in 8 quarters since. The position peaked at $18.8K in Q2 2022. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Bartlett & Co Wealth Management held 7 shares of TransDigm Group worth $8.05K as of Q1 2026.
Bartlett & Co Wealth Management bought 3 TransDigm Group shares in Q1 2026, an estimated $3.93K.
TransDigm Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #952 holding.
Bartlett & Co Wealth Management first reported a position in TransDigm Group in Q4 2020 and has held it in 8 quarters since.
Bartlett & Co Wealth Management's TransDigm Group position peaked at $18.8K in Q2 2022.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.