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Abacus Wealth Partners’s Palomar PLMR Stock Holding History

Abacus Wealth Partners’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,029
Closed -$362K – 456
2026
Q1 		$362K Buy
3,029
+126
+4% +$15.7K 0.03% 300
2025
Q4 		$391K Buy
+2,903
New +$354K 0.04% 273

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Vanguard Capital Management
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State Street
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JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Abacus Wealth Partners's PLMR Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Palomar (PLMR) in Q2 2026, closing a stake of 3,029 shares — an estimated $362K sold.

Abacus Wealth Partners first reported a position in PLMR in Q4 2025 and held it in 2 quarters. The position peaked at $391K in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Abacus Wealth Partners reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 3,029 Palomar shares in Q2 2026, an estimated $362K.
  • Abacus Wealth Partners first reported a position in Palomar in Q4 2025 and held it in 2 quarters.
  • Abacus Wealth Partners's Palomar position peaked at $391K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

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