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TrustWell Financial Advisors’s Treace Medical Concepts TMCI Stock Holding History

TrustWell Financial 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 		$46.7K Hold
11,725
– – 0.04% 78
2026
Q1 		$15.7K Hold
11,725
– – 0.01% 70
2025
Q4 		$28.7K Buy
+11,725
New +$50.9K 0.03% 66

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

TrustWell Financial Advisors's TMCI Position: Q2 2026 in Review

TrustWell Financial Advisors held its Treace Medical Concepts (TMCI) position steady in Q2 2026 at 11,725 shares worth $46.7K. The position accounts for 0.04% of the portfolio, ranked #78.

TrustWell Financial Advisors first reported a position in TMCI in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • TrustWell Financial Advisors held 11,725 shares of Treace Medical Concepts worth $46.7K as of Q2 2026.
  • TrustWell Financial Advisors left its Treace Medical Concepts share count unchanged in Q2 2026.
  • Treace Medical Concepts made up 0.04% of TrustWell Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • TrustWell Financial Advisors first reported a position in Treace Medical Concepts in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.