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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
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

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
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
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

True Wealth Design's TMCI Position: Q2 2026 in Review

True Wealth Design increased its Treace Medical Concepts (TMCI) stake by 181% in Q2 2026, buying an estimated $1.11K and bringing the position to 627 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

True Wealth Design first reported a position in TMCI in Q1 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • True Wealth Design held 627 shares of Treace Medical Concepts worth $2.5K as of Q2 2026.
  • True Wealth Design bought 404 Treace Medical Concepts shares in Q2 2026, an estimated $1.11K.
  • Treace Medical Concepts made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1598 holding.
  • True Wealth Design first reported a position in Treace Medical Concepts in Q1 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.