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Oak Ridge Investments’s TransDigm Group TDG Stock Holding History

Oak Ridge Investments’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 		$5.66M Sell
4,250
-73
-2% -$89.6K 0.32% 55
2026
Q1 		$5.01M Sell
4,323
-5,452
-56% -$7.15M 0.33% 48
2025
Q4 		$13M Buy
9,775
+450
+5% +$590K 0.79% 20
2025
Q3 		$12.3M Buy
9,325
+225
+2% +$322K 0.79% 25
2025
Q2 		$13.8M Buy
9,100
+134
+1% +$188K 0.99% 20
2025
Q1 		$12.4M Sell
8,966
-2,749
-23% -$3.67M 1.03% 20
2024
Q4 		$14.8M Buy
11,715
+626
+6% +$825K 1.17% 19
2024
Q3 		$15.8M Buy
11,089
+111
+1% +$144K 1.38% 14
2024
Q2 		$14M Buy
10,978
+159
+1% +$204K 1.34% 15
2024
Q1 		$13.3M Buy
10,819
+246
+2% +$277K 1.34% 14
2023
Q4 		$10.7M Buy
10,573
+27
+0.3% +$24.9K 1.23% 15
2023
Q3 		$8.89M Buy
10,546
+406
+4% +$356K 1.13% 16
2023
Q2 		$9.07M Sell
10,140
-76
-0.7% -$60.1K 1.12% 17
2023
Q1 		$7.53M Buy
10,216
+107
+1% +$76.4K 1.02% 18
2022
Q4 		$6.37M Sell
10,109
-118
-1% -$69.5K 0.95% 26
2022
Q3 		$5.37M Sell
10,227
-178
-2% -$106K 0.81% 29
2022
Q2 		$5.58M Sell
10,405
-287
-3% -$169K 0.81% 35
2022
Q1 		$6.97M Sell
10,692
-177
-2% -$114K 0.77% 32
2021
Q4 		$6.92M Sell
10,869
-224
-2% -$140K 0.58% 63
2021
Q3 		$6.93M Sell
11,093
-189
-2% -$118K 0.61% 58
2021
Q2 		$7.3M Sell
11,282
-167
-1% -$105K 0.64% 55
2021
Q1 		$6.73M Buy
11,449
+1,662
+17% +$979K 0.63% 59
2020
Q4 		$6.06M Sell
9,787
-4,504
-32% -$2.48M 0.53% 70
2020
Q3 		$6.79M Sell
14,291
-7,106
-33% -$3.34M 0.53% 66
2020
Q2 		$9.46M Sell
21,397
-386
-2% -$146K 0.79% 43
2020
Q1 		$6.97M Sell
21,783
-1,877
-8% -$1.02M 0.71% 50
2019
Q4 		$13.2M Sell
23,660
-1,365
-5% -$747K 0.97% 37
2019
Q3 		$13M Sell
25,025
-988
-4% -$507K 0.98% 42
2019
Q2 		$12.6M Sell
26,013
-1,523
-6% -$713K 0.87% 43
2019
Q1 		$12.5M Sell
27,536
-341
-1% -$138K 0.79% 48
2018
Q4 		$9.48M Sell
27,877
-341
-1% -$117K 0.68% 58
2018
Q3 		$10.5M Sell
28,218
-1,397
-5% -$503K 0.58% 73
2018
Q2 		$10.2M Sell
29,615
-772
-3% -$254K 0.58% 72
2018
Q1 		$9.33M Sell
30,387
-3,645
-11% -$1.07M 0.52% 77
2017
Q4 		$9.35M Sell
34,032
-1,460
-4% -$397K 0.45% 86
2017
Q3 		$9.07M Sell
35,492
-517
-1% -$140K 0.37% 92
2017
Q2 		$9.68M Buy
36,009
+2,376
+7% +$603K 0.31% 89
2017
Q1 		$7.4M Buy
33,633
+6,080
+22% +$1.45M 0.25% 92
2016
Q4 		$6.86M Sell
27,553
-11,471
-29% -$3.01M 0.22% 89
2016
Q3 		$11.3M Buy
39,024
+178
+0.5% +$50K 0.29% 81
2016
Q2 		$10.2M Buy
38,846
+40
+0.1% +$9.77K 0.26% 89
2016
Q1 		$8.55M Buy
38,806
+254
+0.7% +$55.5K 0.22% 93
2015
Q4 		$8.81M Buy
38,552
+495
+1% +$111K 0.21% 97
2015
Q3 		$8.08M Buy
38,057
+190
+0.5% +$43.5K 0.19% 102
2015
Q2 		$8.51M Buy
37,867
+294
+0.8% +$65.9K 0.18% 105
2015
Q1 		$8.22M Sell
37,573
-324
-0.9% -$68.3K 0.18% 108
2014
Q4 		$7.44M Sell
37,897
-22,326
-37% -$4.21M 0.18% 107
2014
Q3 		$11.1M Buy
60,223
+2,825
+5% +$504K 0.29% 89
2014
Q2 		$9.6M Sell
57,398
-1,213
-2% -$219K 0.23% 100
2014
Q1 		$10.9M Buy
58,611
+202
+0.3% +$35.3K 0.27% 93
2013
Q4 		$9.4M Sell
58,409
-1,188
-2% -$177K 0.25% 97
2013
Q3 		$8.27M Buy
59,597
+157
+0.3% +$22.3K 0.23% 98
2013
Q2 		$9.32M Buy
+59,440
New +$8.92M 0.29% 87

Other funds holding TDG

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Oak Ridge Investments's TDG Position: Q2 2026 in Review

Oak Ridge Investments reduced its TransDigm Group (TDG) stake by 1.7% in Q2 2026, selling an estimated $89.6K and leaving 4,250 shares worth $5.66M. The position accounts for 0.32% of the portfolio, ranked #55.

Oak Ridge Investments first reported a position in TDG in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.8M in Q3 2024. 277 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Oak Ridge Investments held 4,250 shares of TransDigm Group worth $5.66M as of Q2 2026.
  • Oak Ridge Investments sold 73 TransDigm Group shares in Q2 2026, an estimated $89.6K.
  • TransDigm Group made up 0.32% of Oak Ridge Investments's portfolio in Q2 2026, its #55 holding.
  • Oak Ridge Investments first reported a position in TransDigm Group in Q2 2013 and has held it in 53 quarters since.
  • Oak Ridge Investments's TransDigm Group position peaked at $15.8M in Q3 2024.
  • 277 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.