EWA
PMI

EverSource Wealth Advisors’s Picard Medical PMI Stock Holding History

EverSource Wealth Advisors’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 		$882 Buy
108
+103
+2,060% +$2.19K ﹤0.01% 4005
2026
Q1 		$259 Buy
+5
New +$362 ﹤0.01% 4174

Other funds holding PMI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
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

EverSource Wealth Advisors's PMI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Picard Medical (PMI) stake by 2,060% in Q2 2026, buying an estimated $2.19K and bringing the position to 108 shares worth $882. The position accounts for ﹤0.01% of the portfolio, ranked #4005.

EverSource Wealth Advisors first reported a position in PMI in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

  • EverSource Wealth Advisors held 108 shares of Picard Medical worth $882 as of Q2 2026.
  • EverSource Wealth Advisors bought 103 Picard Medical shares in Q2 2026, an estimated $2.19K.
  • Picard Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4005 holding.
  • EverSource Wealth Advisors first reported a position in Picard Medical in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.