Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Treace Medical Concepts TMCI Stock Holding History

Carson Wealth (CWM LLC)’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 		$37K Buy
27,592
+27,082
+5,310% +$54K ﹤0.01% 4016
2025
Q4 		$1K Sell
510
-9,668
-95% -$42K ﹤0.01% 5287
2025
Q3 		$68K Sell
10,178
-100
-1% -$653 ﹤0.01% 3277
2025
Q2 		$60K Buy
10,278
+1,572
+18% +$10.2K ﹤0.01% 3136
2025
Q1 		$73K Buy
8,706
+4,853
+126% +$43.6K ﹤0.01% 2676
2024
Q4 		$29K Buy
3,853
+327
+9% +$2.19K ﹤0.01% 3208
2024
Q3 		$20K Sell
3,526
-6,571
-65% -$42.2K ﹤0.01% 3371
2024
Q2 		$67K Buy
10,097
+6,826
+209% +$55.1K ﹤0.01% 2263
2024
Q1 		$43K Hold
3,271
– – ﹤0.01% 2405
2023
Q4 		$42K Buy
3,271
+46
+1% +$465 ﹤0.01% 2299
2023
Q3 		$42K Buy
3,225
+3,046
+1,702% +$55.8K ﹤0.01% 2174
2023
Q2 		$5K Hold
179
– – ﹤0.01% 3472
2023
Q1 		$5K Hold
179
– – ﹤0.01% 3328
2022
Q4 		$4K Hold
179
– – ﹤0.01% 3337
2022
Q3 		$4K Sell
179
-1,750
-91% -$33.9K ﹤0.01% 3225
2022
Q2 		$28K Buy
+1,929
New +$32.5K ﹤0.01% 1932
2022
Q1 		– Sell
-179
Closed -$3K – 3868
2021
Q4 		$3K Buy
+179
New +$3.69K ﹤0.01% 3041
2021
Q2 		$6K Buy
+179
New +$5.7K ﹤0.01% 2319

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B 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 $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TMCI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Treace Medical Concepts (TMCI) stake by 5,310% in Q1 2026, buying an estimated $54K and bringing the position to 27,592 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #4016.

Carson Wealth (CWM LLC) first reported a position in TMCI in Q2 2021 and has held it in 18 quarters since. The position peaked at $73K in Q1 2025. 118 funds tracked by Wall St. Rank hold TMCI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,592 shares of Treace Medical Concepts worth $37K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 27,082 Treace Medical Concepts shares in Q1 2026, an estimated $54K.
  • Treace Medical Concepts made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4016 holding.
  • Carson Wealth (CWM LLC) first reported a position in Treace Medical Concepts in Q2 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Treace Medical Concepts position peaked at $73K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.