Values First Advisors’s Transmedics TMDX Stock Holding History

Values First Advisors’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 Q3	$500K	Sell	5,989 -137	-2%	-$11.3K	0.24%	106
2026 Q2	$407K	Buy	6,126 +182	+3%	+$15.4K	0.19%	129
2026 Q1	$591K	Buy	5,944 +181	+3%	+$23.6K	0.31%	89
2025 Q4	$701K	Sell	5,763 -75	-1%	-$9.41K	0.36%	79
2025 Q3	$655K	Sell	5,838 -288	-5%	-$33.7K	0.35%	79
2025 Q2	$821K	Buy	6,126 +489	+9%	+$53.7K	0.45%	64
2025 Q1	$380K	Sell	5,637 -45	-0.8%	-$3.1K	0.22%	120
2024 Q4	$354K	Sell	5,682 -87	-2%	-$8.1K	0.2%	125
2024 Q3	$906K	Sell	5,769 -3,299	-36%	-$508K	0.49%	56
2024 Q2	$1.37M	Sell	9,068 -693	-7%	-$83.1K	0.82%	41
2024 Q1	$722K	Buy	9,761 +1,096	+13%	+$90.3K	0.42%	71
2023 Q4	$684K	Buy	+8,665	New	+$523K	0.41%	80

Other funds holding TMDX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Values First Advisors's TMDX Position: Q3 2026 in Review

Values First Advisors reduced its Transmedics (TMDX) stake by 2.2% in Q3 2026, selling an estimated $11.3K and leaving 5,989 shares worth $500K. The position accounts for 0.24% of the portfolio, ranked #106.

Values First Advisors first reported a position in TMDX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2024. 97 funds tracked by Wall St. Rank hold TMDX as of Q3 2026.

Values First Advisors held 5,989 shares of Transmedics worth $500K as of Q3 2026.
Values First Advisors sold 137 Transmedics shares in Q3 2026, an estimated $11.3K.
Transmedics made up 0.24% of Values First Advisors's portfolio in Q3 2026, its #106 holding.
Values First Advisors first reported a position in Transmedics in Q4 2023 and has held it in 12 quarters since.
Values First Advisors's Transmedics position peaked at $1.37M in Q2 2024.
97 funds tracked by Wall St. Rank held Transmedics as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.