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Summit Financial’s Transmedics TMDX Stock Holding History

Summit Financial’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
Q1 		$1.41M Buy
14,176
+458
+3% +$59.7K 0.02% 672
2025
Q4 		$1.67M Buy
13,718
+418
+3% +$52.5K 0.02% 532
2025
Q3 		$1.49M Buy
+13,300
New +$1.56M 0.02% 545

Other funds holding TMDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's TMDX Position: Q1 2026 in Review

Summit Financial increased its Transmedics (TMDX) stake by 3.3% in Q1 2026, buying an estimated $59.7K and bringing the position to 14,176 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #672.

Summit Financial first reported a position in TMDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q4 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Summit Financial held 14,176 shares of Transmedics worth $1.41M as of Q1 2026.
  • Summit Financial bought 458 Transmedics shares in Q1 2026, an estimated $59.7K.
  • Transmedics made up 0.02% of Summit Financial's portfolio in Q1 2026, its #672 holding.
  • Summit Financial first reported a position in Transmedics in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Transmedics position peaked at $1.67M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.