BALDWIN WEALTH PARTNERS LLC/MA TDG — TRANSDIGM GROUP INC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  3 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported TRANSDIGM GROUP INC (TDG) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.26% in 2026 Q2. The latest visible filing shows TDG at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in TRANSDIGM GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TDG was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held TDG — position size vs. price
% of Fund (quarterly)    TDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,024 +53 +1.8% 0.22% $3.3M 2026-10-13 $1112.39
2026 Q2 ADDED — — — 2,971 +2,858 +2529.2% 0.26% $4.0M 2026-07-14 $1215.34
2024 Q3 INITIATED — — — 113 — — 0.01% $161K 2024-10-16 $1295.02

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and TDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning TDG?

BALDWIN WEALTH PARTNERS LLC/MA reported TDG across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported TDG position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for TDG was 0.26% in 2026 Q2.

What is the latest reported TDG position on this page?

The most recent filing on this page is 2026 Q3, when BALDWIN WEALTH PARTNERS LLC/MA reported 3,024 shares, equal to 0.22% of portfolio, with an estimated market value of $3.3M.

What does the chart on this TDG ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly TDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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