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 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

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

Perennial Advisors's TDG Position: Q2 2026 in Review

Perennial Advisors increased its TransDigm Group (TDG) stake by 0.51% in Q2 2026, buying an estimated $2.46K and bringing the position to 392 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #97.

Perennial Advisors first reported a position in TDG in Q2 2023 and has held it in 11 quarters since. The position peaked at $593K in Q2 2025. 1,141 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Perennial Advisors held 392 shares of TransDigm Group worth $522K as of Q2 2026.
Perennial Advisors bought 2 TransDigm Group shares in Q2 2026, an estimated $2.46K.
TransDigm Group made up 0.08% of Perennial Advisors's portfolio in Q2 2026, its #97 holding.
Perennial Advisors first reported a position in TransDigm Group in Q2 2023 and has held it in 11 quarters since.
Perennial Advisors's TransDigm Group position peaked at $593K in Q2 2025.
1,141 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.