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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
Q2 		$330K Hold
248
– – 0.05% 154
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Burling Wealth Partners's TDG Position: Q2 2026 in Review

Burling Wealth Partners held its TransDigm Group (TDG) position steady in Q2 2026 at 248 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #154.

Burling Wealth Partners first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $841K in Q1 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Burling Wealth Partners held 248 shares of TransDigm Group worth $330K as of Q2 2026.
  • Burling Wealth Partners left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up 0.05% of Burling Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Burling Wealth Partners first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's TransDigm Group position peaked at $841K in Q1 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.