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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Transmedics TMDX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q1 		– Sell
-405
Closed -$25.3K – 517
2024
Q4 		$25.3K Buy
+405
New +$37.7K 0.01% 321

Other funds holding TMDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TMDX Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Transmedics (TMDX) in Q1 2025, closing a stake of 405 shares — an estimated $25.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TMDX in Q4 2024 and held it in 1 quarter. The position peaked at $25.3K in Q4 2024. 299 funds tracked by Wall St. Rank hold TMDX as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Transmedics position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 405 Transmedics shares in Q1 2025, an estimated $25.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Transmedics in Q4 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Transmedics position peaked at $25.3K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Transmedics as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.