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Wealth Preservation Advisors’s Treace Medical Concepts TMCI Stock Holding History

Wealth Preservation 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 		– Sell
-138
Closed -$185 – 864
2026
Q1 		$185 Buy
+138
New +$275 ﹤0.01% 886

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

Wealth Preservation Advisors's TMCI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Treace Medical Concepts (TMCI) in Q2 2026, closing a stake of 138 shares — an estimated $185 sold.

Wealth Preservation Advisors first reported a position in TMCI in Q1 2026 and held it in 1 quarter. The position peaked at $185 in Q1 2026. 116 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Treace Medical Concepts position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 138 Treace Medical Concepts shares in Q2 2026, an estimated $185.
  • Wealth Preservation Advisors first reported a position in Treace Medical Concepts in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Treace Medical Concepts position peaked at $185 in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.