HB Wealth Management
PMI

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
Q3 		– Sell
-362
Closed -$2.96K – 1979
2026
Q2 		$2.96K Buy
+362
New +$7.69K ﹤0.01% 1716

Other funds holding PMI

Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HB Wealth Management's PMI Position: Q3 2026 in Review

HB Wealth Management sold out of Picard Medical (PMI) in Q3 2026, closing a stake of 362 shares — an estimated $2.96K sold.

HB Wealth Management first reported a position in PMI in Q2 2026 and held it in 1 quarter. The position peaked at $2.96K in Q2 2026. 3 funds tracked by Wall St. Rank hold PMI as of Q3 2026.

  • HB Wealth Management reported no remaining Picard Medical position as of Q3 2026 after selling out during the quarter.
  • HB Wealth Management sold 362 Picard Medical shares in Q3 2026, an estimated $2.96K.
  • HB Wealth Management first reported a position in Picard Medical in Q2 2026 and held it in 1 quarter.
  • HB Wealth Management's Picard Medical position peaked at $2.96K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Picard Medical as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.