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Optimize Financial’s Transmedics TMDX Stock Holding History

Optimize Financial’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 		$340K Sell
3,419
-700
-17% -$91.3K 0.17% 236
2025
Q4 		$501K Buy
4,119
+56
+1% +$7.03K 0.25% 123
2025
Q3 		$456K Buy
+4,063
New +$476K 0.24% 148

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

Optimize Financial's TMDX Position: Q1 2026 in Review

Optimize Financial reduced its Transmedics (TMDX) stake by 17% in Q1 2026, selling an estimated $91.3K and leaving 3,419 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #236.

Optimize Financial first reported a position in TMDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $501K in Q4 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Optimize Financial held 3,419 shares of Transmedics worth $340K as of Q1 2026.
  • Optimize Financial sold 700 Transmedics shares in Q1 2026, an estimated $91.3K.
  • Transmedics made up 0.17% of Optimize Financial's portfolio in Q1 2026, its #236 holding.
  • Optimize Financial first reported a position in Transmedics in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Transmedics position peaked at $501K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.