&Partners’s TransDigm Group TDG Stock Holding History

&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	$3.42M	Buy	2,566 +243	+10%	+$298K	0.01%	749
2026 Q1	$2.69M	Sell	2,323 -313	-12%	-$410K	0.01%	776
2025 Q4	$3.47M	Buy	2,636 +116	+5%	+$152K	0.02%	629
2025 Q3	$3.29M	Buy	2,520 +465	+23%	+$665K	0.02%	555
2025 Q2	$3.13M	Buy	2,055 +288	+16%	+$404K	0.02%	498
2025 Q1	$2.45M	Sell	1,767 -380	-18%	-$507K	0.03%	471
2024 Q4	$2.74M	Buy	2,147 +740	+53%	+$975K	0.03%	405
2024 Q3	$2.04M	Buy	+1,407	New	+$1.83M	0.04%	364
2022 Q3	–	Sell	-403	Closed	-$216K	–	197
2022 Q2	$216K	Buy	403 +6	+2%	+$3.54K	0.12%	163
2022 Q1	$259K	Sell	397 -188	-32%	-$121K	0.15%	145
2021 Q4	$372K	Hold	585	–	–	0.22%	103
2021 Q3	$365K	Hold	585	–	–	0.23%	96
2021 Q2	$378K	Hold	585	–	–	0.24%	96
2021 Q1	$344K	Hold	585	–	–	0.25%	94
2020 Q4	$362K	Hold	585	–	–	0.3%	76
2020 Q3	$278K	Hold	585	–	–	0.28%	85
2020 Q2	$258K	Buy	+585	New	+$221K	0.31%	84

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

&Partners's TDG Position: Q2 2026 in Review

&Partners increased its TransDigm Group (TDG) stake by 10% in Q2 2026, buying an estimated $298K and bringing the position to 2,566 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #749.

&Partners first reported a position in TDG in Q2 2020 and has held it in 17 quarters since. The position peaked at $3.47M in Q4 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

&Partners held 2,566 shares of TransDigm Group worth $3.42M as of Q2 2026.
&Partners bought 243 TransDigm Group shares in Q2 2026, an estimated $298K.
TransDigm Group made up 0.01% of &Partners's portfolio in Q2 2026, its #749 holding.
&Partners first reported a position in TransDigm Group in Q2 2020 and has held it in 17 quarters since.
&Partners's TransDigm Group position peaked at $3.47M in Q4 2025.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.