SWM
TMDX icon

Shelton Wealth Management’s Transmedics TMDX Stock Holding History

Shelton Wealth Management’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
-13,148
Closed -$1.31M – 164
2026
Q1 		$1.31M Buy
13,148
+1,263
+11% +$165K 0.57% 56
2025
Q4 		$1.45M Buy
11,885
+1,449
+14% +$182K 0.62% 46
2025
Q3 		$1.17M Buy
+10,436
New +$1.22M 0.53% 64

Other funds holding TMDX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
STAS
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM

Shelton Wealth Management's TMDX Position: Q2 2026 in Review

Shelton Wealth Management sold out of Transmedics (TMDX) in Q2 2026, closing a stake of 13,148 shares — an estimated $1.31M sold.

Shelton Wealth Management first reported a position in TMDX in Q3 2025 and held it in 3 quarters. The position peaked at $1.45M in Q4 2025. 34 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • Shelton Wealth Management reported no remaining Transmedics position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 13,148 Transmedics shares in Q2 2026, an estimated $1.31M.
  • Shelton Wealth Management first reported a position in Transmedics in Q3 2025 and held it in 3 quarters.
  • Shelton Wealth Management's Transmedics position peaked at $1.45M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.