Baskin Financial Services’s TransDigm Group TDG Stock Holding History

Baskin Financial Services’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	$29.9M	Sell	22,463 -463	-2%	-$569K	2.36%	22
2026 Q1	$26.6M	Sell	22,926 -12	-0.1%	-$15.7K	2.18%	22
2025 Q4	$30.5M	Sell	22,938 -124	-0.5%	-$163K	2.3%	22
2025 Q3	$30.4M	Buy	23,062 +505	+2%	+$722K	2.23%	23
2025 Q2	$34.3M	Sell	22,557 -81	-0.4%	-$114K	2.59%	20
2025 Q1	$31.3M	Buy	22,638 +280	+1%	+$373K	2.55%	22
2024 Q4	$28.3M	Buy	22,358 +1,054	+5%	+$1.39M	2.25%	23
2024 Q3	$30.4M	Buy	+21,304	New	+$27.7M	2.49%	22

Other funds holding TDG

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Baskin Financial Services's TDG Position: Q2 2026 in Review

Baskin Financial Services reduced its TransDigm Group (TDG) stake by 2% in Q2 2026, selling an estimated $569K and leaving 22,463 shares worth $29.9M. The position accounts for 2.36% of the portfolio, ranked #22.

Baskin Financial Services first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.3M in Q2 2025. 252 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Baskin Financial Services held 22,463 shares of TransDigm Group worth $29.9M as of Q2 2026.
Baskin Financial Services sold 463 TransDigm Group shares in Q2 2026, an estimated $569K.
TransDigm Group made up 2.36% of Baskin Financial Services's portfolio in Q2 2026, its #22 holding.
Baskin Financial Services first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
Baskin Financial Services's TransDigm Group position peaked at $34.3M in Q2 2025.
252 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Baskin Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.