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

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return