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Kensington Investment Counsel’s Transmedics TMDX Stock Holding History

Kensington Investment Counsel’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 		$824K Sell
8,291
-7,293
-47% -$951K 0.4% 54
2025
Q4 		$1.9M Sell
15,584
-1,581
-9% -$198K 0.77% 39
2025
Q3 		$1.93M Buy
+17,165
New +$2.01M 0.78% 40

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

Kensington Investment Counsel's TMDX Position: Q1 2026 in Review

Kensington Investment Counsel reduced its Transmedics (TMDX) stake by 47% in Q1 2026, selling an estimated $951K and leaving 8,291 shares worth $824K. The position accounts for 0.4% of the portfolio, ranked #54.

Kensington Investment Counsel first reported a position in TMDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q3 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Kensington Investment Counsel held 8,291 shares of Transmedics worth $824K as of Q1 2026.
  • Kensington Investment Counsel sold 7,293 Transmedics shares in Q1 2026, an estimated $951K.
  • Transmedics made up 0.4% of Kensington Investment Counsel's portfolio in Q1 2026, its #54 holding.
  • Kensington Investment Counsel first reported a position in Transmedics in Q3 2025 and has held it in 3 quarters since.
  • Kensington Investment Counsel's Transmedics position peaked at $1.93M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.