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 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Financial Perspectives's TMDX Position: Q2 2026 in Review

Financial Perspectives opened a new position in Transmedics (TMDX) in Q2 2026: 1,000 shares worth $66.4K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings. This is a return to the name: Financial Perspectives previously reported a position in TMDX as recently as Q4 2023.

Financial Perspectives first reported a position in TMDX in Q2 2021 and has held it in 12 quarters since. The position peaked at $395K in Q2 2023. 108 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

Financial Perspectives held 1,000 shares of Transmedics worth $66.4K as of Q2 2026.
Transmedics was a new Financial Perspectives position in Q2 2026.
Transmedics made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #290 holding.
Financial Perspectives first reported a position in Transmedics in Q2 2021 and has held it in 12 quarters since.
Financial Perspectives's Transmedics position peaked at $395K in Q2 2023.
108 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.