Campbell Newman Asset Management’s Transmedics TMDX Stock Holding History

Campbell Newman Asset Management’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 Q2	$850K	Buy	12,801 +553	+5%	+$46.8K	0.06%	80
2026 Q1	$1.22M	Buy	12,248 +209	+2%	+$27.3K	0.1%	80
2025 Q4	$1.46M	Sell	12,039 -459	-4%	-$57.6K	0.11%	83
2025 Q3	$1.4M	Buy	12,498 +55	+0.4%	+$6.44K	0.1%	81
2025 Q2	$1.67M	Buy	12,443 +824	+7%	+$90.5K	0.13%	76
2025 Q1	$782K	Buy	11,619 +166	+1%	+$11.4K	0.07%	96
2024 Q4	$714K	Sell	11,453 -246	-2%	-$22.9K	0.06%	95
2024 Q3	$1.84M	Sell	11,699 -192	-2%	-$29.6K	0.14%	70
2024 Q2	$1.79M	Buy	+11,891	New	+$1.43M	0.14%	65

Other funds holding TMDX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Campbell Newman Asset Management's TMDX Position: Q2 2026 in Review

Campbell Newman Asset Management increased its Transmedics (TMDX) stake by 4.5% in Q2 2026, buying an estimated $46.8K and bringing the position to 12,801 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #80.

Campbell Newman Asset Management first reported a position in TMDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q3 2024. 84 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

Campbell Newman Asset Management held 12,801 shares of Transmedics worth $850K as of Q2 2026.
Campbell Newman Asset Management bought 553 Transmedics shares in Q2 2026, an estimated $46.8K.
Transmedics made up 0.06% of Campbell Newman Asset Management's portfolio in Q2 2026, its #80 holding.
Campbell Newman Asset Management first reported a position in Transmedics in Q2 2024 and has held it in 9 quarters since.
Campbell Newman Asset Management's Transmedics position peaked at $1.84M in Q3 2024.
84 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.