HB Wealth Management’s Picard Medical PMI Stock Holding History

HB Wealth Management’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	$2.96K	Buy	+18,113	New	+$7.7K	﹤0.01%	1716

Other funds holding PMI

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HB Wealth Management's PMI Position: Q2 2026 in Review

HB Wealth Management opened a new position in Picard Medical (PMI) in Q2 2026: 18,113 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #1716 among its holdings.

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

HB Wealth Management held 18,113 shares of Picard Medical worth $2.96K as of Q2 2026.
Picard Medical was a new HB Wealth Management position in Q2 2026.
Picard Medical made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1716 holding.
11 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.