Broadleaf Partners’s TransDigm Group TDG Stock Holding History

Broadleaf Partners’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	–	Sell	-2,907	Closed	-$3.37M	–	95
2026 Q1	$3.37M	Sell	2,907 -85	-3%	-$111K	0.79%	36
2025 Q4	$3.98M	Sell	2,992 -5	-0.2%	-$6.55K	0.84%	36
2025 Q3	$3.95M	Sell	2,997 -54	-2%	-$77.2K	0.82%	34
2025 Q2	$4.64M	Sell	3,051 -2	-0.1%	-$2.81K	1.02%	33
2025 Q1	$4.22M	Sell	3,053 -2,864	-48%	-$3.82M	1.11%	33
2024 Q4	$7.5M	Sell	5,917 -65	-1%	-$85.6K	1.75%	23
2024 Q3	$8.54M	Sell	5,982 -29	-0.5%	-$37.7K	2.02%	20
2024 Q2	$7.68M	Buy	6,011 +1,665	+38%	+$2.13M	1.86%	23
2024 Q1	$5.35M	Buy	+4,346	New	+$4.89M	1.37%	32
2020 Q1	–	Sell	-9,986	Closed	-$5.59M	–	66
2019 Q4	$5.59M	Buy	9,986 +1,496	+18%	+$819K	3.06%	12
2019 Q3	$4.42M	Buy	8,490 +1,539	+22%	+$789K	2.76%	13
2019 Q2	$3.36M	Buy	+6,951	New	+$3.25M	2.15%	24

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

Broadleaf Partners's TDG Position: Q2 2026 in Review

Broadleaf Partners sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 2,907 shares — an estimated $3.37M sold.

Broadleaf Partners first reported a position in TDG in Q2 2019 and held it in 12 quarters. The position peaked at $8.54M in Q3 2024. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Broadleaf Partners reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
Broadleaf Partners sold 2,907 TransDigm Group shares in Q2 2026, an estimated $3.37M.
Broadleaf Partners first reported a position in TransDigm Group in Q2 2019 and held it in 12 quarters.
Broadleaf Partners's TransDigm Group position peaked at $8.54M in Q3 2024.
1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.