Creative Planning
PMI

Creative Planning’s Picard Medical PMI Stock Holding History

Creative Planning’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 		$4.39K Buy
+537
New +$11.4K ﹤0.01% 4248

Other funds holding PMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning's PMI Position: Q2 2026 in Review

Creative Planning opened a new position in Picard Medical (PMI) in Q2 2026: 537 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #4248 among its holdings.

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

  • Creative Planning held 537 shares of Picard Medical worth $4.39K as of Q2 2026.
  • Picard Medical was a new Creative Planning position in Q2 2026.
  • Picard Medical made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4248 holding.
  • 41 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.