Wealth Enhancement Advisory Services
TMDX icon

Wealth Enhancement Advisory Services’s Transmedics TMDX Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-300
Closed -$22.4K – 3109
2024
Q3 		$22.4K Hold
300
– – ﹤0.01% 2662
2024
Q2 		$21.2K Sell
300
-200
-40% -$24K ﹤0.01% 2486
2024
Q1 		$6.65K Buy
+500
New +$41.2K ﹤0.01% 2425

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

Wealth Enhancement Advisory Services's TMDX Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Transmedics (TMDX) in Q1 2026, closing a stake of 2,502 shares — an estimated $332K sold.

Wealth Enhancement Advisory Services first reported a position in TMDX in Q1 2024 and held it in 7 quarters. The position peaked at $645K in Q2 2024. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Transmedics position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,502 Transmedics shares in Q1 2026, an estimated $332K.
  • Wealth Enhancement Advisory Services first reported a position in Transmedics in Q1 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Transmedics position peaked at $645K in Q2 2024.
  • 414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.