Integrated Wealth Concepts’s Picard Medical PMI Stock Holding History

Integrated Wealth Concepts’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	$820	Buy	+100	New	+$2.13K	﹤0.01%	5575

Other funds holding PMI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Integrated Wealth Concepts's PMI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Picard Medical (PMI) in Q2 2026: 100 shares worth $820. The stake represents ﹤0.01% of the portfolio and ranks #5575 among its holdings.

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

Integrated Wealth Concepts held 100 shares of Picard Medical worth $820 as of Q2 2026.
Picard Medical was a new Integrated Wealth Concepts position in Q2 2026.
Picard Medical made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5575 holding.
41 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.