Creative Planning

Position in TMCI — Treace Medical Concepts, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in TMCI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$103,408

-$205,989 QoQ

Shares Held

25,982

-43.7% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#56

of 116 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Creative Planning holds $372,772,275 across 71 Medical Devices names. TMCI ranks #56 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	1,307,637	$118,654,981
2	SYK	Stryker Corp	136,568	$42,997,068
3	EW	Edwards Lifesciences Corp	444,046	$40,168,401
4	MDT	Medtronic plc	457,500	$35,790,224
5	BSX	Boston Scientific Corp	510,100	$21,771,067
6	ZBH	Zimmer Biomet Holdings, Inc.	116,228	$10,006,068
7	ITGR	Integer Holdings Corp	104,511	$9,766,552
8	GEHC	GE HealthCare Technologies Inc.	132,721	$8,495,470

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,408	25,982	-43.7%	Shares	Sole	2026-08-13
2025-09-30	$309,397	46,110	+40.5%	Shares	Defined	2025-11-14
2025-06-30	$192,916	32,809	-15.7%	Shares	Sole	2025-08-08
2025-03-31	$326,714	38,941	+21.9%	Shares	Sole	2025-05-15
2024-12-31	$237,618	31,938	+7.2%	Shares	Defined	2025-02-14
2024-09-30	$172,874	29,806	-0.5%	Shares	Sole	2024-10-11
2024-06-30	$199,200	29,955	+18.1%	Shares	Sole	2024-08-15
2024-03-31	$330,881	25,355	+14.6%	Shares	Defined	2024-05-13
2023-12-31	$282,067	22,123	+8.9%	Shares	Defined	2024-02-14
2023-09-30	$266,329	20,315	+7.9%	Shares	Sole	2023-11-16
2023-06-30	$481,415	18,820	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.