Kestra Advisory Services’s Transmedics TMDX Stock Holding History

Kestra Advisory Services’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 Q3	$382K	Sell	4,578 -110	-2%	-$9.05K	﹤0.01%	2738
2026 Q2	$311K	Sell	4,688 -584	-11%	-$49.4K	﹤0.01%	2733
2026 Q1	$524K	Sell	5,272 -397	-7%	-$51.8K	﹤0.01%	2182
2025 Q4	$690K	Sell	5,669 -936	-14%	-$117K	﹤0.01%	1923
2025 Q3	$741K	Buy	6,605 +624	+10%	+$73K	﹤0.01%	1798
2025 Q2	$802K	Buy	5,981 +1,430	+31%	+$157K	﹤0.01%	1637
2025 Q1	$306K	Sell	4,551 -548	-11%	-$37.7K	﹤0.01%	2158
2024 Q4	$318K	Buy	5,099 +2,479	+95%	+$231K	﹤0.01%	2179
2024 Q3	$411K	Sell	2,620 -1,294	-33%	-$199K	﹤0.01%	1889
2024 Q2	$590K	Buy	+3,914	New	+$469K	﹤0.01%	1669

Other funds holding TMDX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Kestra Advisory Services's TMDX Position: Q3 2026 in Review

Kestra Advisory Services reduced its Transmedics (TMDX) stake by 2.3% in Q3 2026, selling an estimated $9.05K and leaving 4,578 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Kestra Advisory Services first reported a position in TMDX in Q2 2024 and has held it in 10 quarters since. The position peaked at $802K in Q2 2025. 172 funds tracked by Wall St. Rank hold TMDX as of Q3 2026.

Kestra Advisory Services held 4,578 shares of Transmedics worth $382K as of Q3 2026.
Kestra Advisory Services sold 110 Transmedics shares in Q3 2026, an estimated $9.05K.
Transmedics made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2738 holding.
Kestra Advisory Services first reported a position in Transmedics in Q2 2024 and has held it in 10 quarters since.
Kestra Advisory Services's Transmedics position peaked at $802K in Q2 2025.
172 funds tracked by Wall St. Rank held Transmedics as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.