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Valmark Advisers’s Transmedics TMDX Stock Holding History

Valmark Advisers’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
2025
Q3 		– Sell
-9,709
Closed -$1.3M – 681
2025
Q2 		$1.3M Buy
9,709
+2,496
+35% +$274K 0.02% 288
2025
Q1 		$485K Buy
7,213
+309
+4% +$21.3K 0.01% 428
2024
Q4 		$430K Buy
6,904
+101
+1% +$9.4K 0.01% 451
2024
Q3 		$1.07M Sell
6,803
-52
-0.8% -$8.01K 0.02% 292
2024
Q2 		$1.03M Sell
6,855
-179
-3% -$21.5K 0.02% 277
2024
Q1 		$520K Sell
7,034
-266
-4% -$21.9K 0.01% 376
2023
Q4 		$576K Buy
+7,300
New +$440K 0.01% 330

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers's TMDX Position: Q3 2025 in Review

Valmark Advisers sold out of Transmedics (TMDX) in Q3 2025, closing a stake of 9,709 shares — an estimated $1.3M sold.

Valmark Advisers first reported a position in TMDX in Q4 2023 and held it in 7 quarters. The position peaked at $1.3M in Q2 2025. 388 funds tracked by Wall St. Rank hold TMDX as of Q3 2025.

  • Valmark Advisers reported no remaining Transmedics position as of Q3 2025 after selling out during the quarter.
  • Valmark Advisers sold 9,709 Transmedics shares in Q3 2025, an estimated $1.3M.
  • Valmark Advisers first reported a position in Transmedics in Q4 2023 and held it in 7 quarters.
  • Valmark Advisers's Transmedics position peaked at $1.3M in Q2 2025.
  • 388 funds tracked by Wall St. Rank held Transmedics as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.