Burling Wealth Partners’s TransDigm Group TDG Stock Holding History

Burling Wealth 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	$287K	Sell	248 -77	-24%	-$101K	0.05%	156
2025 Q4	$432K	Sell	325 -34	-9%	-$44.6K	0.07%	142
2025 Q3	$473K	Sell	359 -78	-18%	-$112K	0.08%	126
2025 Q2	$665K	Sell	437 -171	-28%	-$240K	0.12%	109
2025 Q1	$841K	Sell	608 -14	-2%	-$18.7K	0.18%	98
2024 Q4	$788K	Buy	+622	New	+$820K	0.16%	103

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

Burling Wealth Partners's TDG Position: Q1 2026 in Review

Burling Wealth Partners reduced its TransDigm Group (TDG) stake by 24% in Q1 2026, selling an estimated $101K and leaving 248 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #156.

Burling Wealth Partners first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $841K in Q1 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Burling Wealth Partners held 248 shares of TransDigm Group worth $287K as of Q1 2026.
Burling Wealth Partners sold 77 TransDigm Group shares in Q1 2026, an estimated $101K.
TransDigm Group made up 0.05% of Burling Wealth Partners's portfolio in Q1 2026, its #156 holding.
Burling Wealth Partners first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
Burling Wealth Partners's TransDigm Group position peaked at $841K in Q1 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.