Elevation Wealth Partners
TMDX icon

Elevation Wealth Partners’s Transmedics TMDX Stock Holding History

Elevation Wealth Partners’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
Q3 		$251 Hold
3
– – ﹤0.01% 1327
2026
Q2 		$200 Hold
3
– – ﹤0.01% 1289
2026
Q1 		$299 Hold
3
– – ﹤0.01% 1055
2025
Q4 		$365 Hold
3
– – ﹤0.01% 922
2025
Q3 		$337 Hold
3
– – ﹤0.01% 836
2025
Q2 		$403 Hold
3
– – ﹤0.01% 454
2025
Q1 		$202 Hold
3
– – ﹤0.01% 463
2024
Q4 		$188 Buy
+3
New +$279 ﹤0.01% 468

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Dimensional Fund Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Elevation Wealth Partners's TMDX Position: Q3 2026 in Review

Elevation Wealth Partners held its Transmedics (TMDX) position steady in Q3 2026 at 3 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Elevation Wealth Partners first reported a position in TMDX in Q4 2024 and has held it in 8 quarters since. The position peaked at $403 in Q2 2025. 172 funds tracked by Wall St. Rank hold TMDX as of Q3 2026.

  • Elevation Wealth Partners held 3 shares of Transmedics worth $251 as of Q3 2026.
  • Elevation Wealth Partners left its Transmedics share count unchanged in Q3 2026.
  • Transmedics made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1327 holding.
  • Elevation Wealth Partners first reported a position in Transmedics in Q4 2024 and has held it in 8 quarters since.
  • Elevation Wealth Partners's Transmedics position peaked at $403 in Q2 2025.
  • 172 funds tracked by Wall St. Rank held Transmedics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.