Fortitude Family Office’s Treace Medical Concepts TMCI Stock Holding History

Fortitude Family Office’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 Q3	$1.77K	Sell	398 -123	-24%	-$552	﹤0.01%	2066
2026 Q2	$2.07K	Buy	521 +179	+52%	+$492	﹤0.01%	1470
2026 Q1	$458	Buy	342 +35	+11%	+$70	﹤0.01%	1762
2025 Q4	$752	Sell	307 -211	-41%	-$916	﹤0.01%	1562
2025 Q3	$3.48K	Sell	518 -358	-41%	-$2.34K	﹤0.01%	963
2025 Q2	$5.15K	Buy	876 +348	+66%	+$2.27K	﹤0.01%	781
2025 Q1	$4.43K	Hold	528	–	–	﹤0.01%	761
2024 Q4	$3.93K	Buy	+528	New	+$3.53K	﹤0.01%	902

Other funds holding TMCI

TFA

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's TMCI Position: Q3 2026 in Review

Fortitude Family Office reduced its Treace Medical Concepts (TMCI) stake by 24% in Q3 2026, selling an estimated $552 and leaving 398 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Fortitude Family Office first reported a position in TMCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.15K in Q2 2025. 8 funds tracked by Wall St. Rank hold TMCI as of Q3 2026.

Fortitude Family Office held 398 shares of Treace Medical Concepts worth $1.77K as of Q3 2026.
Fortitude Family Office sold 123 Treace Medical Concepts shares in Q3 2026, an estimated $552.
Treace Medical Concepts made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2066 holding.
Fortitude Family Office first reported a position in Treace Medical Concepts in Q4 2024 and has held it in 8 quarters since.
Fortitude Family Office's Treace Medical Concepts position peaked at $5.15K in Q2 2025.
8 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.