MSFP
TMDX icon

Mark Sheptoff Financial Planning’s Transmedics TMDX Stock Holding History

Mark Sheptoff Financial Planning’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 		$6.55K Hold
69
– – ﹤0.01% 399
2025
Q4 		$8.39K Hold
69
– – ﹤0.01% 366
2025
Q3 		$7.74K Hold
69
– – ﹤0.01% 368
2025
Q2 		$9.25K Hold
69
– – ﹤0.01% 346
2025
Q1 		$4.64K Hold
69
– – ﹤0.01% 379
2024
Q4 		$4.3K Hold
69
– – ﹤0.01% 375
2024
Q3 		$10.8K Buy
+69
New +$10.6K 0.01% 300

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

Mark Sheptoff Financial Planning's TMDX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Transmedics (TMDX) position steady in Q1 2026 at 69 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Mark Sheptoff Financial Planning first reported a position in TMDX in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.8K in Q3 2024. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Mark Sheptoff Financial Planning held 69 shares of Transmedics worth $6.55K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Transmedics share count unchanged in Q1 2026.
  • Transmedics made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #399 holding.
  • Mark Sheptoff Financial Planning first reported a position in Transmedics in Q3 2024 and has held it in 7 quarters since.
  • Mark Sheptoff Financial Planning's Transmedics position peaked at $10.8K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.