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Integrated Wealth Concepts’s Transmedics TMDX Stock Holding History

Integrated Wealth Concepts’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 		$218K Buy
+2,191
New +$286K ﹤0.01% 2062
2025
Q3 		– Sell
-1,770
Closed -$237K – 2096
2025
Q2 		$237K Buy
+1,770
New +$194K ﹤0.01% 1679

Other funds holding TMDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's TMDX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Transmedics (TMDX) in Q1 2026: 2,191 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in TMDX as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in TMDX in Q2 2025 and has held it in 2 quarters since. The position peaked at $237K in Q2 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Integrated Wealth Concepts held 2,191 shares of Transmedics worth $218K as of Q1 2026.
  • Transmedics was a new Integrated Wealth Concepts position in Q1 2026.
  • Transmedics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2062 holding.
  • Integrated Wealth Concepts first reported a position in Transmedics in Q2 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Transmedics position peaked at $237K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.