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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
Q2 		$46.5K Sell
700
-70
-9% -$5.92K ﹤0.01% 1317
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 $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

Pinnacle Wealth Planning Services's TMDX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Transmedics (TMDX) stake by 9.1% in Q2 2026, selling an estimated $5.92K and leaving 700 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Pinnacle Wealth Planning Services first reported a position in TMDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.9K in Q4 2025. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 700 shares of Transmedics worth $46.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 70 Transmedics shares in Q2 2026, an estimated $5.92K.
  • Transmedics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1317 holding.
  • Pinnacle Wealth Planning Services first reported a position in Transmedics in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Transmedics position peaked at $93.9K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.