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 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 $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

EverSource Wealth Advisors's TMDX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Transmedics (TMDX) stake by 19% in Q1 2026, buying an estimated $12.5K and bringing the position to 611 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

EverSource Wealth Advisors first reported a position in TMDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $65K in Q2 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

EverSource Wealth Advisors held 611 shares of Transmedics worth $60.7K as of Q1 2026.
EverSource Wealth Advisors bought 96 Transmedics shares in Q1 2026, an estimated $12.5K.
Transmedics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1751 holding.
EverSource Wealth Advisors first reported a position in Transmedics in Q4 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's Transmedics position peaked at $65K in Q2 2025.
414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.