IWC
TMDX icon

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
Q2 		– Sell
-2,191
Closed -$218K – 2529
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Integrated Wealth Concepts's TMDX Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Transmedics (TMDX) in Q2 2026, closing a stake of 2,191 shares — an estimated $218K sold.

Integrated Wealth Concepts first reported a position in TMDX in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q2 2025. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Transmedics position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,191 Transmedics shares in Q2 2026, an estimated $218K.
  • Integrated Wealth Concepts first reported a position in Transmedics in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Transmedics position peaked at $237K in Q2 2025.
  • 375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.