Cerity Partners
PMI

Cerity Partners’s Picard Medical PMI Stock Holding History

Cerity Partners’s Portfolio PMI Stock Details PMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9K Buy
+2,311
New +$49.1K ﹤0.01% 3367

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Mariner
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Cerity Partners's PMI Position: Q2 2026 in Review

Cerity Partners opened a new position in Picard Medical (PMI) in Q2 2026: 2,311 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #3367 among its holdings.

34 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

  • Cerity Partners held 2,311 shares of Picard Medical worth $18.9K as of Q2 2026.
  • Picard Medical was a new Cerity Partners position in Q2 2026.
  • Picard Medical made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3367 holding.
  • 34 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.