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Clearstead Advisors’s Treace Medical Concepts TMCI Stock Holding History

Clearstead Advisors’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
Q2 		$204 Buy
+51
New +$140 ﹤0.01% 3196
2025
Q4 		– Sell
-83
Closed -$557 – 3235
2025
Q3 		$557 Buy
83
+73
+730% +$477 ﹤0.01% 2721
2025
Q2 		$59 Buy
+10
New +$65 ﹤0.01% 2662

Other funds holding TMCI

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Clearstead Advisors's TMCI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Treace Medical Concepts (TMCI) in Q2 2026: 51 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #3196 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TMCI as recently as Q3 2025.

Clearstead Advisors first reported a position in TMCI in Q2 2025 and has held it in 3 quarters since. The position peaked at $557 in Q3 2025. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • Clearstead Advisors held 51 shares of Treace Medical Concepts worth $204 as of Q2 2026.
  • Treace Medical Concepts was a new Clearstead Advisors position in Q2 2026.
  • Treace Medical Concepts made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3196 holding.
  • Clearstead Advisors first reported a position in Treace Medical Concepts in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Treace Medical Concepts position peaked at $557 in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.