PWPS
TMDX icon

Pinnacle Wealth Planning Services’s Transmedics TMDX Stock Holding History

Pinnacle Wealth Planning Services’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 		$76.5K Sell
770
-2
-0.3% -$261 0.01% 964
2025
Q4 		$93.9K Buy
+772
New +$96.9K 0.01% 814

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

Pinnacle Wealth Planning Services's TMDX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Transmedics (TMDX) stake by 0.26% in Q1 2026, selling an estimated $261 and leaving 770 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #964.

Pinnacle Wealth Planning Services first reported a position in TMDX in Q4 2025 and has held it in 2 quarters since. The position peaked at $93.9K in Q4 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 770 shares of Transmedics worth $76.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 2 Transmedics shares in Q1 2026, an estimated $261.
  • Transmedics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #964 holding.
  • Pinnacle Wealth Planning Services first reported a position in Transmedics in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Transmedics position peaked at $93.9K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.