True Wealth Design’s Treace Medical Concepts TMCI Stock Holding History

True Wealth Design’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	$1.52K	Sell	343 -284	-45%	-$1.27K	﹤0.01%	1782
2026 Q2	$2.5K	Buy	627 +404	+181%	+$1.11K	﹤0.01%	1598
2026 Q1	$299	Buy	+223	New	+$444	﹤0.01%	2218
2025 Q4	–	Sell	-45	Closed	-$302	–	2814
2025 Q3	$302	Buy	45 +36	+400%	+$235	﹤0.01%	2182
2025 Q2	$53	Sell	9 -17	-65%	-$111	﹤0.01%	2369
2025 Q1	$219	Buy	+26	New	+$234	﹤0.01%	1914

Other funds holding TMCI

FFA

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

MAM

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

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

True Wealth Design's TMCI Position: Q3 2026 in Review

True Wealth Design reduced its Treace Medical Concepts (TMCI) stake by 45% in Q3 2026, selling an estimated $1.27K and leaving 343 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

True Wealth Design first reported a position in TMCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.5K in Q2 2026. 4 funds tracked by Wall St. Rank hold TMCI as of Q3 2026.

True Wealth Design held 343 shares of Treace Medical Concepts worth $1.52K as of Q3 2026.
True Wealth Design sold 284 Treace Medical Concepts shares in Q3 2026, an estimated $1.27K.
Treace Medical Concepts made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1782 holding.
True Wealth Design first reported a position in Treace Medical Concepts in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Treace Medical Concepts position peaked at $2.5K in Q2 2026.
4 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.