Allworth Financial’s Transmedics TMDX Stock Holding History

Allworth Financial’s Portfolio TMDX Stock Details TMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$245K	Buy	2,465 +2,190	+796%	+$286K	﹤0.01%	1285
2025 Q4	$33.5K	Buy	275 +10	+4%	+$1.25K	﹤0.01%	2472
2025 Q3	$29.7K	Buy	265 +113	+74%	+$13.2K	﹤0.01%	2463
2025 Q2	$20.4K	Buy	152 +90	+145%	+$9.88K	﹤0.01%	2507
2025 Q1	$5.84K	Buy	62 +34	+121%	+$2.34K	﹤0.01%	2676
2024 Q4	$1.74K	Sell	28 -6	-18%	-$559	﹤0.01%	3200
2024 Q3	$5.34K	Buy	34 +8	+31%	+$1.23K	﹤0.01%	2542
2024 Q2	$3.83K	Buy	26 +1	+4%	+$120	﹤0.01%	2639
2024 Q1	$1.85K	Hold	25	–	–	﹤0.01%	2835
2023 Q4	$1.97K	Buy	25 +4	+19%	+$241	﹤0.01%	2689
2023 Q3	$1.15K	Hold	21	–	–	﹤0.01%	2799
2023 Q2	$1.76K	Hold	21	–	–	﹤0.01%	2533
2023 Q1	$1.59K	Hold	21	–	–	﹤0.01%	2509
2022 Q4	$1.3K	Hold	21	–	–	﹤0.01%	2391
2022 Q3	$1K	Buy	+21	New	+$913	﹤0.01%	2519

Other funds holding TMDX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return