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Palumbo Wealth Management’s Treace Medical Concepts TMCI Stock Holding History

Palumbo Wealth Management’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
-20,022
Closed -$134K – 235
2025
Q3 		$134K Buy
+20,022
New +$131K 0.04% 174
2025
Q2 		– Sell
-25,690
Closed -$216K – 208
2025
Q1 		$216K Buy
25,690
+3,431
+15% +$30.8K 0.07% 161
2024
Q4 		$166K Buy
22,259
+9,263
+71% +$62K 0.06% 161
2024
Q3 		$75.4K Buy
+12,996
New +$83.5K 0.03% 151

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

Palumbo Wealth Management's TMCI Position: Q4 2025 in Review

Palumbo Wealth Management sold out of Treace Medical Concepts (TMCI) in Q4 2025, closing a stake of 20,022 shares — an estimated $134K sold.

Palumbo Wealth Management first reported a position in TMCI in Q3 2024 and held it in 4 quarters. The position peaked at $216K in Q1 2025. 115 funds tracked by Wall St. Rank hold TMCI as of Q4 2025.

  • Palumbo Wealth Management reported no remaining Treace Medical Concepts position as of Q4 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 20,022 Treace Medical Concepts shares in Q4 2025, an estimated $134K.
  • Palumbo Wealth Management first reported a position in Treace Medical Concepts in Q3 2024 and held it in 4 quarters.
  • Palumbo Wealth Management's Treace Medical Concepts position peaked at $216K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2025.

Based on Palumbo Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.