Roundview Capital’s Treace Medical Concepts TMCI Stock Holding History

Roundview Capital’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	-16,500	Closed	-$111K	–	346
2025 Q3	$111K	Buy	+16,500	New	+$108K	0.01%	331

Other funds holding TMCI

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Roundview Capital's TMCI Position: Q4 2025 in Review

Roundview Capital sold out of Treace Medical Concepts (TMCI) in Q4 2025, closing a stake of 16,500 shares — an estimated $111K sold.

Roundview Capital first reported a position in TMCI in Q3 2025 and held it in 1 quarter. The position peaked at $111K in Q3 2025. 115 funds tracked by Wall St. Rank hold TMCI as of Q4 2025.

Roundview Capital reported no remaining Treace Medical Concepts position as of Q4 2025 after selling out during the quarter.
Roundview Capital sold 16,500 Treace Medical Concepts shares in Q4 2025, an estimated $111K.
Roundview Capital first reported a position in Treace Medical Concepts in Q3 2025 and held it in 1 quarter.
Roundview Capital's Treace Medical Concepts position peaked at $111K in Q3 2025.
115 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2025.

Based on Roundview Capital's 13F filing for Q4 2025, filed 9 Feb 2026.