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TMDX icon

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
Q2 		$226K Sell
3,408
-11
-0.3% -$931 0.08% 267
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 $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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Optimize Financial's TMDX Position: Q2 2026 in Review

Optimize Financial reduced its Transmedics (TMDX) stake by 0.32% in Q2 2026, selling an estimated $931 and leaving 3,408 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #267.

Optimize Financial first reported a position in TMDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $501K in Q4 2025. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Optimize Financial held 3,408 shares of Transmedics worth $226K as of Q2 2026.
  • Optimize Financial sold 11 Transmedics shares in Q2 2026, an estimated $931.
  • Transmedics made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #267 holding.
  • Optimize Financial first reported a position in Transmedics in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Transmedics position peaked at $501K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.