Creative Planning’s Transmedics TMDX Stock Holding History

Creative Planning’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	$2.05M	Sell	20,637 -993	-5%	-$130K	﹤0.01%	1877
2025 Q4	$2.63M	Buy	21,630 +2,115	+11%	+$265K	﹤0.01%	1482
2025 Q3	$2.19M	Buy	19,515 +918	+5%	+$107K	﹤0.01%	1476
2025 Q2	$2.49M	Buy	18,597 +6,999	+60%	+$768K	﹤0.01%	1163
2025 Q1	$780K	Buy	11,598 +4,310	+59%	+$296K	﹤0.01%	1920
2024 Q4	$454K	Sell	7,288 -2,974	-29%	-$277K	﹤0.01%	2315
2024 Q3	$1.61M	Buy	10,262 +1,089	+12%	+$168K	﹤0.01%	1201
2024 Q2	$1.38M	Buy	9,173 +4,027	+78%	+$483K	﹤0.01%	1193
2024 Q1	$380K	Buy	5,146 +599	+13%	+$49.4K	﹤0.01%	2058
2023 Q4	$359K	Buy	+4,547	New	+$274K	﹤0.01%	1960
2023 Q3	–	Sell	-3,070	Closed	-$258K	–	3037
2023 Q2	$258K	Buy	+3,070	New	+$235K	﹤0.01%	2027
2022 Q3	–	Sell	-10,590	Closed	-$333K	–	2441
2022 Q2	$333K	Buy	+10,590	New	+$282K	﹤0.01%	1544

Other funds holding TMDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning's TMDX Position: Q1 2026 in Review

Creative Planning reduced its Transmedics (TMDX) stake by 4.6% in Q1 2026, selling an estimated $130K and leaving 20,637 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Creative Planning first reported a position in TMDX in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

Creative Planning held 20,637 shares of Transmedics worth $2.05M as of Q1 2026.
Creative Planning sold 993 Transmedics shares in Q1 2026, an estimated $130K.
Transmedics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1877 holding.
Creative Planning first reported a position in Transmedics in Q2 2022 and has held it in 12 quarters since.
Creative Planning's Transmedics position peaked at $2.63M in Q4 2025.
414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.