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Perennial Advisors’s TransDigm Group TDG Stock Holding History

Perennial Advisors’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
Q3 		$424K Hold
392
– – 0.06% 108
2026
Q2 		$522K Buy
392
+2
+0.5% +$2.46K 0.08% 97
2026
Q1 		$452K Hold
390
– – 0.08% 92
2025
Q4 		$519K Hold
390
– – 0.09% 82
2025
Q3 		$514K Hold
390
– – 0.09% 84
2025
Q2 		$593K Hold
390
– – 0.11% 77
2025
Q1 		$539K Buy
+390
New +$520K 0.11% 78
2024
Q2 		$498K Buy
390
+75
+24% +$96.2K 0.11% 78
2024
Q1 		$388K Hold
315
– – 0.09% 84
2023
Q4 		$319K Sell
315
-80
-20% -$73.8K 0.08% 90
2023
Q3 		$333K Hold
395
– – 0.09% 86
2023
Q2 		$353K Buy
+395
New +$312K 0.09% 86

Other funds holding TDG

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Perennial Advisors's TDG Position: Q3 2026 in Review

Perennial Advisors held its TransDigm Group (TDG) position steady in Q3 2026 at 392 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #108.

Perennial Advisors first reported a position in TDG in Q2 2023 and has held it in 12 quarters since. The position peaked at $593K in Q2 2025. 80 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Perennial Advisors held 392 shares of TransDigm Group worth $424K as of Q3 2026.
  • Perennial Advisors left its TransDigm Group share count unchanged in Q3 2026.
  • TransDigm Group made up 0.06% of Perennial Advisors's portfolio in Q3 2026, its #108 holding.
  • Perennial Advisors first reported a position in TransDigm Group in Q2 2023 and has held it in 12 quarters since.
  • Perennial Advisors's TransDigm Group position peaked at $593K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.