SWM
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SHP Wealth Management’s Transmedics TMDX Stock Holding History

SHP 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 		$266 Hold
4
– – ﹤0.01% 1848
2026
Q1 		$398 Hold
4
– – ﹤0.01% 1663
2025
Q4 		$487 Buy
+4
New +$502 ﹤0.01% 1370

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management held its Transmedics (TMDX) position steady in Q2 2026 at 4 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

SHP Wealth Management first reported a position in TMDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $487 in Q4 2025. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • SHP Wealth Management held 4 shares of Transmedics worth $266 as of Q2 2026.
  • SHP Wealth Management left its Transmedics share count unchanged in Q2 2026.
  • Transmedics made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1848 holding.
  • SHP Wealth Management first reported a position in Transmedics in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Transmedics position peaked at $487 in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.