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 Q2	$22.6K	Buy	17 +10	+143%	+$12.3K	﹤0.01%	869
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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bartlett & Co Wealth Management's TDG Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its TransDigm Group (TDG) stake by 143% in Q2 2026, buying an estimated $12.3K and bringing the position to 17 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Bartlett & Co Wealth Management first reported a position in TDG in Q4 2020 and has held it in 9 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Bartlett & Co Wealth Management held 17 shares of TransDigm Group worth $22.6K as of Q2 2026.
Bartlett & Co Wealth Management bought 10 TransDigm Group shares in Q2 2026, an estimated $12.3K.
TransDigm Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #869 holding.
Bartlett & Co Wealth Management first reported a position in TransDigm Group in Q4 2020 and has held it in 9 quarters since.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.