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 Q3	–	Sell	-2,311	Closed	-$18.9K	–	3710
2026 Q2	$18.9K	Buy	+2,311	New	+$49.1K	﹤0.01%	3367

Other funds holding PMI

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cerity Partners's PMI Position: Q3 2026 in Review

Cerity Partners sold out of Picard Medical (PMI) in Q3 2026, closing a stake of 2,311 shares — an estimated $18.9K sold.

Cerity Partners first reported a position in PMI in Q2 2026 and held it in 1 quarter. The position peaked at $18.9K in Q2 2026. 15 funds tracked by Wall St. Rank hold PMI as of Q3 2026.

Cerity Partners reported no remaining Picard Medical position as of Q3 2026 after selling out during the quarter.
Cerity Partners sold 2,311 Picard Medical shares in Q3 2026, an estimated $18.9K.
Cerity Partners first reported a position in Picard Medical in Q2 2026 and held it in 1 quarter.
Cerity Partners's Picard Medical position peaked at $18.9K in Q2 2026.
15 funds tracked by Wall St. Rank held Picard Medical as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.