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 Q3	–	Sell	-1,002	Closed	-$8.19K	–	165
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

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Wealth Management Partners sold out of Picard Medical (PMI) in Q3 2026, closing a stake of 1,002 shares — an estimated $8.19K sold.

Wealth Management Partners first reported a position in PMI in Q4 2025 and held it in 3 quarters. The position peaked at $49.2K in Q4 2025. 3 funds tracked by Wall St. Rank hold PMI as of Q3 2026.

Wealth Management Partners reported no remaining Picard Medical position as of Q3 2026 after selling out during the quarter.
Wealth Management Partners sold 1,002 Picard Medical shares in Q3 2026, an estimated $8.19K.
Wealth Management Partners first reported a position in Picard Medical in Q4 2025 and held it in 3 quarters.
Wealth Management Partners's Picard Medical position peaked at $49.2K in Q4 2025.
3 funds tracked by Wall St. Rank held Picard Medical as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.