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Root Financial Partners’s Transmedics TMDX Stock Holding History

Root Financial Partners’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 		– Sell
-40
Closed -$3.98K – 2929
2026
Q1 		$3.98K Buy
40
+18
+82% +$2.35K ﹤0.01% 2038
2025
Q4 		$2.68K Buy
22
+17
+340% +$2.13K ﹤0.01% 1935
2025
Q3 		$561 Buy
+5
New +$585 ﹤0.01% 2138

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

Root Financial Partners's TMDX Position: Q2 2026 in Review

Root Financial Partners sold out of Transmedics (TMDX) in Q2 2026, closing a stake of 40 shares — an estimated $3.98K sold.

Root Financial Partners first reported a position in TMDX in Q3 2025 and held it in 3 quarters. The position peaked at $3.98K in Q1 2026. 374 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Root Financial Partners reported no remaining Transmedics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 40 Transmedics shares in Q2 2026, an estimated $3.98K.
  • Root Financial Partners first reported a position in Transmedics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Transmedics position peaked at $3.98K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.