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Balance Wealth’s Treace Medical Concepts TMCI Stock Holding History

Balance Wealth’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,203
Closed -$37.2K – 159
2025
Q4 		$37.2K Buy
+15,203
New +$66K 0.01% 142
2025
Q2 		– Sell
-15,964
Closed -$134K – 118
2025
Q1 		$134K Buy
+15,964
New +$143K 0.09% 109

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balance Wealth's TMCI Position: Q1 2026 in Review

Balance Wealth sold out of Treace Medical Concepts (TMCI) in Q1 2026, closing a stake of 15,203 shares — an estimated $37.2K sold.

Balance Wealth first reported a position in TMCI in Q1 2025 and held it in 2 quarters. The position peaked at $134K in Q1 2025. 118 funds tracked by Wall St. Rank hold TMCI as of Q1 2026.

  • Balance Wealth reported no remaining Treace Medical Concepts position as of Q1 2026 after selling out during the quarter.
  • Balance Wealth sold 15,203 Treace Medical Concepts shares in Q1 2026, an estimated $37.2K.
  • Balance Wealth first reported a position in Treace Medical Concepts in Q1 2025 and held it in 2 quarters.
  • Balance Wealth's Treace Medical Concepts position peaked at $134K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.