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 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 $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

Broadleaf Partners's TDG Position: Q1 2026 in Review

Broadleaf Partners reduced its TransDigm Group (TDG) stake by 2.8% in Q1 2026, selling an estimated $111K and leaving 2,907 shares worth $3.37M. The position accounts for 0.79% of the portfolio, ranked #36.

Broadleaf Partners first reported a position in TDG in Q2 2019 and has held it in 12 quarters since. The position peaked at $8.54M in Q3 2024. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Broadleaf Partners held 2,907 shares of TransDigm Group worth $3.37M as of Q1 2026.
Broadleaf Partners sold 85 TransDigm Group shares in Q1 2026, an estimated $111K.
TransDigm Group made up 0.79% of Broadleaf Partners's portfolio in Q1 2026, its #36 holding.
Broadleaf Partners first reported a position in TransDigm Group in Q2 2019 and has held it in 12 quarters since.
Broadleaf Partners's TransDigm Group position peaked at $8.54M in Q3 2024.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.