Rothschild Investment LLC’s Treace Medical Concepts TMCI Stock Holding History

Rothschild Investment LLC’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 Q1	$59	Buy	+44	New	+$88	﹤0.01%	3446
2025 Q4	–	Sell	-195	Closed	-$1.31K	–	3496
2025 Q3	$1.31K	Buy	195 +50	+34%	+$326	﹤0.01%	2474
2025 Q2	$853	Sell	145 -55	-28%	-$358	﹤0.01%	2549
2025 Q1	$1.68K	Buy	200 +55	+38%	+$494	﹤0.01%	2008
2024 Q4	$1.08K	Buy	145 +105	+263%	+$703	﹤0.01%	2169
2024 Q3	$232	Buy	40 +20	+100%	+$128	﹤0.01%	2684
2024 Q2	$133	Buy	20 +10	+100%	+$81	﹤0.01%	2621
2024 Q1	$131	Buy	+10	New	+$133	﹤0.01%	2028

Other funds holding TMCI

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rothschild Investment LLC's TMCI Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Treace Medical Concepts (TMCI) in Q1 2026: 44 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #3446 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in TMCI as recently as Q3 2025.

Rothschild Investment LLC first reported a position in TMCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.68K in Q1 2025. 118 funds tracked by Wall St. Rank hold TMCI as of Q1 2026.

Rothschild Investment LLC held 44 shares of Treace Medical Concepts worth $59 as of Q1 2026.
Treace Medical Concepts was a new Rothschild Investment LLC position in Q1 2026.
Treace Medical Concepts made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3446 holding.
Rothschild Investment LLC first reported a position in Treace Medical Concepts in Q1 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's Treace Medical Concepts position peaked at $1.68K in Q1 2025.
118 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.