Clearstead Trust’s Palomar PLMR Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-8	Closed	-$934	–	1393
2025 Q3	$934	Hold	8	–	–	﹤0.01%	1228
2025 Q2	$1.23K	Buy	+8	New	+$1.24K	﹤0.01%	1083

Other funds holding PLMR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Trust's PLMR Position: Q4 2025 in Review

Clearstead Trust sold out of Palomar (PLMR) in Q4 2025, closing a stake of 8 shares — an estimated $934 sold.

Clearstead Trust first reported a position in PLMR in Q2 2025 and held it in 2 quarters. The position peaked at $1.23K in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

Clearstead Trust reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 8 Palomar shares in Q4 2025, an estimated $934.
Clearstead Trust first reported a position in Palomar in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Palomar position peaked at $1.23K in Q2 2025.
340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.