Burkett Financial Services’s TransDigm Group TDG Stock Holding History

Burkett 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	$25.3K	Buy	+19	New	+$23.3K	0.01%	136

Other funds holding TDG

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Burkett Financial Services opened a new position in TransDigm Group (TDG) in Q2 2026: 19 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings.

520 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Burkett Financial Services held 19 shares of TransDigm Group worth $25.3K as of Q2 2026.
TransDigm Group was a new Burkett Financial Services position in Q2 2026.
TransDigm Group made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #136 holding.
520 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.