Physician Wealth Advisors’s Treace Medical Concepts TMCI Stock Holding History

Physician Wealth 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	$4.29K	Buy	1,078 +258	+31%	+$709	﹤0.01%	1166
2026 Q1	$1.1K	Buy	+820	New	+$1.63K	﹤0.01%	1626

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

Physician Wealth Advisors's TMCI Position: Q2 2026 in Review

Physician Wealth Advisors increased its Treace Medical Concepts (TMCI) stake by 31% in Q2 2026, buying an estimated $709 and bringing the position to 1,078 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Physician Wealth Advisors first reported a position in TMCI in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

Physician Wealth Advisors held 1,078 shares of Treace Medical Concepts worth $4.29K as of Q2 2026.
Physician Wealth Advisors bought 258 Treace Medical Concepts shares in Q2 2026, an estimated $709.
Treace Medical Concepts made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1166 holding.
Physician Wealth Advisors first reported a position in Treace Medical Concepts in Q1 2026 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.