Wealth Enhancement Advisory Services’s Treace Medical Concepts TMCI Stock Holding History

Wealth Enhancement Advisory Services’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	$97.2K	Buy	+22,502	New	+$61.9K	﹤0.01%	3799
2026 Q1	–	Sell	-242,411	Closed	-$708K	–	3861
2025 Q4	$708K	Sell	242,411 -6,921	-3%	-$30.1K	﹤0.01%	2207
2025 Q3	$1.5M	Buy	249,332 +163	+0.1%	+$1.06K	﹤0.01%	1620
2025 Q2	$1.54M	Buy	249,169 +4,369	+2%	+$28.5K	﹤0.01%	1496
2025 Q1	$2.05M	Buy	244,800 +2,645	+1%	+$23.8K	﹤0.01%	1235
2024 Q4	$1.8M	Buy	242,155 +1,056	+0.4%	+$7.07K	﹤0.01%	1231
2024 Q3	$1.4M	Sell	241,099 -58	-0%	-$373	﹤0.01%	1230
2024 Q2	$1.6M	Buy	241,157 +95	+0%	+$767	﹤0.01%	1084
2024 Q1	$3.15M	Sell	241,062 -9,000	-4%	-$120K	0.01%	799
2023 Q4	$3.19M	Buy	250,062 +36	+0%	+$364	0.01%	746
2023 Q3	$3.28M	Buy	+250,026	New	+$4.58M	0.01%	683

Other funds holding TMCI

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's TMCI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Treace Medical Concepts (TMCI) in Q2 2026: 22,502 shares worth $97.2K. The stake represents ﹤0.01% of the portfolio and ranks #3799 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in TMCI as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in TMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.28M in Q3 2023. 117 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

Wealth Enhancement Advisory Services held 22,502 shares of Treace Medical Concepts worth $97.2K as of Q2 2026.
Treace Medical Concepts was a new Wealth Enhancement Advisory Services position in Q2 2026.
Treace Medical Concepts made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3799 holding.
Wealth Enhancement Advisory Services first reported a position in Treace Medical Concepts in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Treace Medical Concepts position peaked at $3.28M in Q3 2023.
117 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.