Creative Planning
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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
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

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Creative Planning's TMCI Position: Q4 2025 in Review

Creative Planning sold out of Treace Medical Concepts (TMCI) in Q4 2025, closing a stake of 46,110 shares — an estimated $309K sold.

Creative Planning first reported a position in TMCI in Q2 2023 and held it in 10 quarters. The position peaked at $481K in Q2 2023. 115 funds tracked by Wall St. Rank hold TMCI as of Q4 2025.

  • Creative Planning reported no remaining Treace Medical Concepts position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 46,110 Treace Medical Concepts shares in Q4 2025, an estimated $309K.
  • Creative Planning first reported a position in Treace Medical Concepts in Q2 2023 and held it in 10 quarters.
  • Creative Planning's Treace Medical Concepts position peaked at $481K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.