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EP Wealth Advisors’s Transmedics TMDX Stock Holding History

EP Wealth Advisors’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 		$1.02M Buy
+15,401
New +$1.3M ﹤0.01% 742
2026
Q1 		– Sell
-1,728
Closed -$210K – 1597
2025
Q4 		$210K Buy
+1,728
New +$217K ﹤0.01% 1363

Other funds holding TMDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

EP Wealth Advisors's TMDX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Transmedics (TMDX) in Q2 2026: 15,401 shares worth $1.02M. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in TMDX as recently as Q4 2025.

EP Wealth Advisors first reported a position in TMDX in Q4 2025 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • EP Wealth Advisors held 15,401 shares of Transmedics worth $1.02M as of Q2 2026.
  • Transmedics was a new EP Wealth Advisors position in Q2 2026.
  • Transmedics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #742 holding.
  • EP Wealth Advisors first reported a position in Transmedics in Q4 2025 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.