Root Financial Partners’s Picard Medical PMI Stock Holding History

Root Financial 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 Q2	–	Sell	-2	Closed	-$78	–	3448
2026 Q1	$78	Buy	+2	New	+$145	﹤0.01%	3320

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

Root Financial Partners's PMI Position: Q2 2026 in Review

Root Financial Partners sold out of Picard Medical (PMI) in Q2 2026, closing a stake of 2 shares — an estimated $78 sold.

Root Financial Partners first reported a position in PMI in Q1 2026 and held it in 1 quarter. The position peaked at $78 in Q1 2026. 40 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

Root Financial Partners reported no remaining Picard Medical position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 Picard Medical shares in Q2 2026, an estimated $78.
Root Financial Partners first reported a position in Picard Medical in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Picard Medical position peaked at $78 in Q1 2026.
40 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.