WMP
PMI

Wealth Management Partners’s Picard Medical PMI Stock Holding History

Wealth Management 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 		$8.19K Buy
1,002
+440
+78% +$9.35K ﹤0.01% 154
2026
Q1 		$29.2K Hold
562
– – 0.01% 147
2025
Q4 		$49.2K Buy
+562
New +$132K 0.01% 147

Other funds holding PMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Wealth Management Partners increased its Picard Medical (PMI) stake by 78% in Q2 2026, buying an estimated $9.35K and bringing the position to 1,002 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Wealth Management Partners first reported a position in PMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.2K in Q4 2025. 41 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

  • Wealth Management Partners held 1,002 shares of Picard Medical worth $8.19K as of Q2 2026.
  • Wealth Management Partners bought 440 Picard Medical shares in Q2 2026, an estimated $9.35K.
  • Picard Medical made up ﹤0.01% of Wealth Management Partners's portfolio in Q2 2026, its #154 holding.
  • Wealth Management Partners first reported a position in Picard Medical in Q4 2025 and has held it in 3 quarters since.
  • Wealth Management Partners's Picard Medical position peaked at $49.2K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.