Plancorp LLC’s TransDigm Group TDG Stock Holding History

Plancorp LLC’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	$293K	Buy	237 +1	+0.4%	+$1.23K	0.01%	335
2026 Q1	$285K	Buy	236 +16	+7%	+$21K	0.01%	301
2025 Q4	$293K	Buy	220 +3	+1%	+$3.93K	0.01%	291
2025 Q3	$286K	Hold	217	–	–	0.01%	305
2025 Q2	$330K	Buy	217 +5	+2%	+$7.02K	0.01%	284
2025 Q1	$293K	Buy	212 +10	+5%	+$13.3K	0.01%	286
2024 Q4	$256K	Buy	202 +4	+2%	+$5.27K	0.01%	270
2024 Q3	$283K	Sell	198 -30	-13%	-$39K	0.01%	259
2024 Q2	$291K	Buy	228 +5	+2%	+$6.41K	0.01%	239
2024 Q1	$275K	Buy	+223	New	+$251K	0.01%	247
2020 Q3	–	Sell	-944	Closed	-$417K	–	196
2020 Q2	$417K	Sell	944 -99	-9%	-$37.5K	0.13%	112
2020 Q1	$334K	Buy	+1,043	New	+$568K	0.13%	115
2018 Q1	–	Sell	-792	Closed	-$217K	–	170
2017 Q4	$217K	Hold	792	–	–	0.07%	159
2017 Q3	$202K	Hold	792	–	–	0.06%	158
2017 Q2	$213K	Buy	+792	New	+$201K	0.06%	159

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Plancorp LLC's TDG Position: Q2 2026 in Review

Plancorp LLC increased its TransDigm Group (TDG) stake by 0.42% in Q2 2026, buying an estimated $1.23K and bringing the position to 237 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #335.

Plancorp LLC first reported a position in TDG in Q2 2017 and has held it in 15 quarters since. The position peaked at $417K in Q2 2020. 252 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Plancorp LLC held 237 shares of TransDigm Group worth $293K as of Q2 2026.
Plancorp LLC bought 1 TransDigm Group share in Q2 2026, an estimated $1.23K.
TransDigm Group made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #335 holding.
Plancorp LLC first reported a position in TransDigm Group in Q2 2017 and has held it in 15 quarters since.
Plancorp LLC's TransDigm Group position peaked at $417K in Q2 2020.
252 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.