Financial Perspectives’s Transmedics TMDX Stock Holding History

Financial Perspectives’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	$83.4K	Hold	1,000	–	–	0.02%	268
2026 Q2	$66.4K	Buy	+1,000	New	+$84.6K	0.02%	290
2024 Q1	–	Sell	-4,709	Closed	-$372K	–	701
2023 Q4	$372K	Hold	4,709	–	–	0.15%	83
2023 Q3	$258K	Hold	4,709	–	–	0.12%	103
2023 Q2	$395K	Hold	4,709	–	–	0.17%	75
2023 Q1	$357K	Hold	4,709	–	–	0.17%	81
2022 Q4	$291K	Hold	4,709	–	–	0.15%	90
2022 Q3	$197K	Hold	4,709	–	–	0.11%	120
2022 Q2	$148K	Hold	4,709	–	–	0.08%	137
2022 Q1	$127K	Hold	4,709	–	–	0.06%	162
2021 Q4	$90.2K	Hold	4,709	–	–	0.04%	185
2021 Q3	$156K	Buy	4,709 +1,480	+46%	+$45.2K	0.08%	137
2021 Q2	$107K	Buy	+3,229	New	+$89.5K	0.05%	179

Other funds holding TMDX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Financial Perspectives's TMDX Position: Q3 2026 in Review

Financial Perspectives held its Transmedics (TMDX) position steady in Q3 2026 at 1,000 shares worth $83.4K. The position accounts for 0.02% of the portfolio, ranked #268.

Financial Perspectives first reported a position in TMDX in Q2 2021 and has held it in 13 quarters since. The position peaked at $395K in Q2 2023. 217 funds tracked by Wall St. Rank hold TMDX as of Q3 2026.

Financial Perspectives held 1,000 shares of Transmedics worth $83.4K as of Q3 2026.
Financial Perspectives left its Transmedics share count unchanged in Q3 2026.
Transmedics made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #268 holding.
Financial Perspectives first reported a position in Transmedics in Q2 2021 and has held it in 13 quarters since.
Financial Perspectives's Transmedics position peaked at $395K in Q2 2023.
217 funds tracked by Wall St. Rank held Transmedics as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.