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Venturi Wealth Management’s Transmedics TMDX Stock Holding History

Venturi 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
Q1 		– Sell
-1,973
Closed -$240K – 665
2025
Q4 		$240K Hold
1,973
– – 0.01% 503
2025
Q3 		$221K Hold
1,973
– – 0.01% 524
2025
Q2 		$264K Buy
+1,973
New +$217K 0.01% 454
2025
Q1 		– Sell
-1,373
Closed -$85.6K – 1711
2024
Q4 		$85.6K Buy
1,373
+504
+58% +$46.9K ﹤0.01% 845
2024
Q3 		$136K Buy
869
+219
+34% +$33.7K 0.01% 501
2024
Q2 		$97.9K Buy
650
+250
+63% +$30K 0.01% 509
2024
Q1 		$29.6K Buy
+400
New +$33K ﹤0.01% 629
2023
Q4 		– Sell
-30
Closed -$1.64K – 1435
2023
Q3 		$1.64K Hold
30
– – ﹤0.01% 1211
2023
Q2 		$2.52K Hold
30
– – ﹤0.01% 878
2023
Q1 		$2.27K Buy
+30
New +$2.08K ﹤0.01% 985

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

Venturi Wealth Management's TMDX Position: Q1 2026 in Review

Venturi Wealth Management sold out of Transmedics (TMDX) in Q1 2026, closing a stake of 1,973 shares — an estimated $240K sold.

Venturi Wealth Management first reported a position in TMDX in Q1 2023 and held it in 10 quarters. The position peaked at $264K in Q2 2025. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Venturi Wealth Management reported no remaining Transmedics position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,973 Transmedics shares in Q1 2026, an estimated $240K.
  • Venturi Wealth Management first reported a position in Transmedics in Q1 2023 and held it in 10 quarters.
  • Venturi Wealth Management's Transmedics position peaked at $264K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.