Abound Wealth Management’s Palomar PLMR Stock Holding History

Abound Wealth Management’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	$127	Sell	1 -1	-50%	-$118	﹤0.01%	1231
2026 Q1	$239	Hold	2	–	–	﹤0.01%	1185
2025 Q4	$270	Hold	2	–	–	﹤0.01%	1086
2025 Q3	$234	Hold	2	–	–	﹤0.01%	1071
2025 Q2	$309	Hold	2	–	–	﹤0.01%	918
2025 Q1	$275	Hold	2	–	–	﹤0.01%	888
2024 Q4	$212	Hold	2	–	–	﹤0.01%	1039
2024 Q3	$190	Buy	+2	New	+$184	﹤0.01%	1194
2024 Q2	–	Sell	-4	Closed	-$336	–	1278
2024 Q1	$336	Sell	4 -1	-20%	-$69	﹤0.01%	1077
2023 Q4	$278	Hold	5	–	–	﹤0.01%	1195
2023 Q3	$254	Hold	5	–	–	﹤0.01%	1061
2023 Q2	$291	Buy	+5	New	+$267	﹤0.01%	1061

Other funds holding PLMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Abound Wealth Management's PLMR Position: Q2 2026 in Review

Abound Wealth Management reduced its Palomar (PLMR) stake by 50% in Q2 2026, selling an estimated $118 and leaving 1 share worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Abound Wealth Management first reported a position in PLMR in Q2 2023 and has held it in 12 quarters since. The position peaked at $336 in Q1 2024. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

Abound Wealth Management held 1 share of Palomar worth $127 as of Q2 2026.
Abound Wealth Management sold 1 Palomar share in Q2 2026, an estimated $118.
Palomar made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1231 holding.
Abound Wealth Management first reported a position in Palomar in Q2 2023 and has held it in 12 quarters since.
Abound Wealth Management's Palomar position peaked at $336 in Q1 2024.
341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.