Plan A Wealth’s Transmedics TMDX Stock Holding History

Plan A Wealth’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	$343K	Buy	5,167 +1,308	+34%	+$111K	0.15%	110
2026 Q1	$384K	Buy	3,859 +283	+8%	+$36.9K	0.18%	95
2025 Q4	$435K	Buy	3,576 +199	+6%	+$25K	0.21%	84
2025 Q3	$379K	Buy	3,377 +445	+15%	+$52.1K	0.19%	99
2025 Q2	$393K	Buy	+2,932	New	+$322K	0.22%	88

Other funds holding TMDX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Generali Investments Management Ljubljana, Slovenia $460M AUM 29.43% 1-Year Est. Return