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Mount Yale Investment Advisors’s Transmedics TMDX Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-360
Closed -$48.2K – 1517
2025
Q2 		$48.2K Buy
+360
New +$39.5K ﹤0.01% 826
2024
Q1 		– Sell
-4,916
Closed -$388K – 565
2023
Q4 		$388K Sell
4,916
-6,783
-58% -$409K 0.04% 366
2023
Q3 		$641K Buy
11,699
+119
+1% +$8.57K 0.07% 265
2023
Q2 		$972K Buy
11,580
+6,451
+126% +$494K 0.1% 199
2023
Q1 		$388K Buy
5,129
+1,844
+56% +$128K 0.04% 335
2022
Q4 		$203K Buy
+3,285
New +$175K 0.02% 433

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Yale Investment Advisors's TMDX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Transmedics (TMDX) in Q3 2025, closing a stake of 360 shares — an estimated $48.2K sold.

Mount Yale Investment Advisors first reported a position in TMDX in Q4 2022 and held it in 6 quarters. The position peaked at $972K in Q2 2023. 388 funds tracked by Wall St. Rank hold TMDX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Transmedics position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 360 Transmedics shares in Q3 2025, an estimated $48.2K.
  • Mount Yale Investment Advisors first reported a position in Transmedics in Q4 2022 and held it in 6 quarters.
  • Mount Yale Investment Advisors's Transmedics position peaked at $972K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Transmedics as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.