Essential Partners’s Picard Medical PMI Stock Holding History

Essential 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	-20	Closed	-$161	–	3035
2026 Q2	$161	Buy	20 +16	+400%	+$340	﹤0.01%	2674
2026 Q1	$212	Buy	+4	New	+$290	﹤0.01%	2598

Other funds holding PMI

FFO

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's PMI Position: Q3 2026 in Review

Essential Partners sold out of Picard Medical (PMI) in Q3 2026, closing a stake of 20 shares — an estimated $161 sold.

Essential Partners first reported a position in PMI in Q1 2026 and held it in 2 quarters. The position peaked at $212 in Q1 2026. 2 funds tracked by Wall St. Rank hold PMI as of Q3 2026.

Essential Partners reported no remaining Picard Medical position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 20 Picard Medical shares in Q3 2026, an estimated $161.
Essential Partners first reported a position in Picard Medical in Q1 2026 and held it in 2 quarters.
Essential Partners's Picard Medical position peaked at $212 in Q1 2026.
2 funds tracked by Wall St. Rank held Picard Medical as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.