ELEVATION WEALTH PARTNERS, LLC TMDX — TRANSMEDICS GROUP INC

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  7 quarters on record

AI Ownership Summary

ELEVATION WEALTH PARTNERS, LLC reported TRANSMEDICS GROUP INC (TMDX) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows TMDX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TMDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION WEALTH PARTNERS, LLC's position in TRANSMEDICS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TMDX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMDX stock page ELEVATION WEALTH PARTNERS, LLC fund profile ELEVATION WEALTH PARTNERS, LLC full holdings
How ELEVATION WEALTH PARTNERS, LLC held TMDX — position size vs. price
% of Fund (quarterly)    TMDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3 — 0% 0.00% $200 2026-07-08 $70.44
2026 Q1 UNCHANGED — — — 3 — 0% 0.00% $299 2026-04-14 $115.68
2025 Q4 UNCHANGED — — — 3 — 0% 0.00% $365 2026-01-09 $137.07
2025 Q3 UNCHANGED — — — 3 — 0% 0.00% $403 2025-10-06 $113.93
2025 Q2 UNCHANGED — — — 3 — 0% 0.00% $403 2025-07-08 $124.73
2025 Q1 UNCHANGED — — — 3 — 0% 0.00% $202 2025-04-09 $75.41
2024 Q4 INITIATED — — — 3 — — 0.00% $188 2025-01-29 $65.53

🏢 Other funds also holding TMDX

As of 2026 Q2 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 0.13% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.09% Generali Investments, Management Co LLC 0.04% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.03% Three Bearings Fiduciary Advisors, Inc. 0.01% GAMMA Investing LLC 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.0%

FAQ About ELEVATION WEALTH PARTNERS, LLC and TMDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION WEALTH PARTNERS, LLC reported owning TMDX?

ELEVATION WEALTH PARTNERS, LLC reported TMDX across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TMDX position in ELEVATION WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for TMDX was 0.00% in 2025 Q2.

What is the latest reported TMDX position on this page?

The most recent filing on this page is 2026 Q2, when ELEVATION WEALTH PARTNERS, LLC reported 3 shares, equal to 0.00% of portfolio, with an estimated market value of $200.

What does the chart on this TMDX ownership page compare?

The chart compares ELEVATION WEALTH PARTNERS, LLC's quarterly TMDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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