Waverly Advisors’s Transmedics TMDX Stock Holding History

Waverly 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
2025 Q2	–	Sell	-4,991	Closed	-$336K	–	1218
2025 Q1	$336K	Buy	+4,991	New	+$343K	﹤0.01%	891

Other funds holding TMDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's TMDX Position: Q2 2025 in Review

Waverly Advisors sold out of Transmedics (TMDX) in Q2 2025, closing a stake of 4,991 shares — an estimated $336K sold.

Waverly Advisors first reported a position in TMDX in Q1 2025 and held it in 1 quarter. The position peaked at $336K in Q1 2025. 368 funds tracked by Wall St. Rank hold TMDX as of Q2 2025.

Waverly Advisors reported no remaining Transmedics position as of Q2 2025 after selling out during the quarter.
Waverly Advisors sold 4,991 Transmedics shares in Q2 2025, an estimated $336K.
Waverly Advisors first reported a position in Transmedics in Q1 2025 and held it in 1 quarter.
Waverly Advisors's Transmedics position peaked at $336K in Q1 2025.
368 funds tracked by Wall St. Rank held Transmedics as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.