EverSource Wealth Advisors’s Transmedics TMDX Stock Holding History

EverSource 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	$25.3K	Sell	381 -230	-38%	-$19.5K	﹤0.01%	2264
2026 Q1	$60.7K	Buy	611 +96	+19%	+$12.5K	﹤0.01%	1751
2025 Q4	$62.6K	Buy	515 +21	+4%	+$2.63K	﹤0.01%	1600
2025 Q3	$55.4K	Buy	494 +9	+2%	+$1.05K	﹤0.01%	1631
2025 Q2	$65K	Buy	485 +203	+72%	+$22.3K	﹤0.01%	1457
2025 Q1	$19K	Buy	282 +169	+150%	+$11.6K	﹤0.01%	1715
2024 Q4	$7.04K	Sell	113 -3	-3%	-$279	﹤0.01%	2179
2024 Q3	$18.2K	Sell	116 -7	-6%	-$1.08K	﹤0.01%	1541
2024 Q2	$17.5K	Sell	123 -55	-31%	-$6.6K	﹤0.01%	1570
2024 Q1	$16.8K	Sell	178 -60	-25%	-$4.95K	﹤0.01%	1450
2023 Q4	$18.8K	Buy	+238	New	+$14.4K	﹤0.01%	1261

Other funds holding TMDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Transmedics (TMDX) stake by 38% in Q2 2026, selling an estimated $19.5K and leaving 381 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

EverSource Wealth Advisors first reported a position in TMDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $65K in Q2 2025. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

EverSource Wealth Advisors held 381 shares of Transmedics worth $25.3K as of Q2 2026.
EverSource Wealth Advisors sold 230 Transmedics shares in Q2 2026, an estimated $19.5K.
Transmedics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2264 holding.
EverSource Wealth Advisors first reported a position in Transmedics in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Transmedics position peaked at $65K in Q2 2025.
375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.