TWD
PMI

True Wealth Design’s Picard Medical PMI Stock Holding History

True Wealth Design’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 		$625 Buy
76
+75
+7,500% +$1.59K ﹤0.01% 2126
2026
Q1 		$30 Buy
+1
New +$72 ﹤0.01% 2610

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

True Wealth Design's PMI Position: Q2 2026 in Review

True Wealth Design increased its Picard Medical (PMI) stake by 7,500% in Q2 2026, buying an estimated $1.59K and bringing the position to 76 shares worth $625. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

True Wealth Design 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.

  • True Wealth Design held 76 shares of Picard Medical worth $625 as of Q2 2026.
  • True Wealth Design bought 75 Picard Medical shares in Q2 2026, an estimated $1.59K.
  • Picard Medical made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2126 holding.
  • True Wealth Design 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 True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.