MB, Levis & Associates
TMDX icon

MB, Levis & Associates’s Transmedics TMDX Stock Holding History

MB, Levis & Associates’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 		$16.7K Hold
200
– – 0.01% 149
2026
Q2 		$13.3K Hold
200
– – ﹤0.01% 159
2026
Q1 		$19.9K Buy
+200
New +$26.1K 0.01% 141

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Congress Asset Management
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Taylor Frigon Capital Management
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New York State Teachers Retirement System (NYSTRS)
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Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
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Annex Advisory Services
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

MB, Levis & Associates's TMDX Position: Q3 2026 in Review

MB, Levis & Associates held its Transmedics (TMDX) position steady in Q3 2026 at 200 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #149.

MB, Levis & Associates first reported a position in TMDX in Q1 2026 and has held it in 3 quarters since. The position peaked at $19.9K in Q1 2026. 72 funds tracked by Wall St. Rank hold TMDX as of Q3 2026.

  • MB, Levis & Associates held 200 shares of Transmedics worth $16.7K as of Q3 2026.
  • MB, Levis & Associates left its Transmedics share count unchanged in Q3 2026.
  • Transmedics made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #149 holding.
  • MB, Levis & Associates first reported a position in Transmedics in Q1 2026 and has held it in 3 quarters since.
  • MB, Levis & Associates's Transmedics position peaked at $19.9K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Transmedics as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.