Creative Planning’s Treace Medical Concepts TMCI Stock Holding History

Creative Planning’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	$103K	Buy	+25,982	New	+$71.4K	﹤0.01%	4036
2025 Q4	–	Sell	-46,110	Closed	-$309K	–	4104
2025 Q3	$309K	Buy	46,110 +13,301	+41%	+$86.8K	﹤0.01%	3113
2025 Q2	$193K	Sell	32,809 -6,132	-16%	-$40K	﹤0.01%	3239
2025 Q1	$327K	Buy	38,941 +7,003	+22%	+$62.9K	﹤0.01%	2672
2024 Q4	$238K	Buy	31,938 +2,132	+7%	+$14.3K	﹤0.01%	2844
2024 Q3	$173K	Sell	29,806 -149	-0.5%	-$957	﹤0.01%	2889
2024 Q2	$199K	Buy	29,955 +4,600	+18%	+$37.2K	﹤0.01%	2675
2024 Q1	$331K	Buy	25,355 +3,232	+15%	+$43.1K	﹤0.01%	2171
2023 Q4	$282K	Buy	22,123 +1,808	+9%	+$18.3K	﹤0.01%	2136
2023 Q3	$266K	Buy	20,315 +1,495	+8%	+$27.4K	﹤0.01%	2036
2023 Q2	$481K	Buy	+18,820	New	+$486K	﹤0.01%	1574

Other funds holding TMCI

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Creative Planning's TMCI Position: Q2 2026 in Review

Creative Planning opened a new position in Treace Medical Concepts (TMCI) in Q2 2026: 25,982 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #4036 among its holdings. This is a return to the name: Creative Planning previously reported a position in TMCI as recently as Q3 2025.

Creative Planning first reported a position in TMCI in Q2 2023 and has held it in 11 quarters since. The position peaked at $481K in Q2 2023. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

Creative Planning held 25,982 shares of Treace Medical Concepts worth $103K as of Q2 2026.
Treace Medical Concepts was a new Creative Planning position in Q2 2026.
Treace Medical Concepts made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4036 holding.
Creative Planning first reported a position in Treace Medical Concepts in Q2 2023 and has held it in 11 quarters since.
Creative Planning's Treace Medical Concepts position peaked at $481K in Q2 2023.
117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.