Burney Company’s TransDigm Group TDG Stock Holding History

Burney Company’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	$643K	Buy	483 +2	+0.4%	+$2.46K	0.02%	422
2026 Q1	$557K	Sell	481 -11	-2%	-$14.4K	0.02%	417
2025 Q4	$654K	Buy	492 +1	+0.2%	+$1.31K	0.02%	393
2025 Q3	$647K	Buy	491 +2	+0.4%	+$2.86K	0.02%	376
2025 Q2	$744K	Sell	489 -14	-3%	-$19.7K	0.03%	347
2025 Q1	$696K	Buy	+503	New	+$671K	0.03%	359
2024 Q1	–	Sell	-1,842	Closed	-$1.86M	–	622
2023 Q4	$1.86M	Buy	+1,842	New	+$1.7M	0.08%	244

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

Burney Company's TDG Position: Q2 2026 in Review

Burney Company increased its TransDigm Group (TDG) stake by 0.42% in Q2 2026, buying an estimated $2.46K and bringing the position to 483 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #422.

Burney Company first reported a position in TDG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2023. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Burney Company held 483 shares of TransDigm Group worth $643K as of Q2 2026.
Burney Company bought 2 TransDigm Group shares in Q2 2026, an estimated $2.46K.
TransDigm Group made up 0.02% of Burney Company's portfolio in Q2 2026, its #422 holding.
Burney Company first reported a position in TransDigm Group in Q4 2023 and has held it in 7 quarters since.
Burney Company's TransDigm Group position peaked at $1.86M in Q4 2023.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.