DWM
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Diversify Wealth Management’s Palomar PLMR Stock Holding History

Diversify 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 		– Sell
-8,500
Closed -$1.05M – 1328
2026
Q1 		$1.05M Buy
+8,500
New +$1.06M 0.02% 583

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

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

Diversify Wealth Management sold out of Palomar (PLMR) in Q2 2026, closing a stake of 8,500 shares — an estimated $1.05M sold.

Diversify Wealth Management first reported a position in PLMR in Q1 2026 and held it in 1 quarter. The position peaked at $1.05M in Q1 2026. 342 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Diversify Wealth Management reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 8,500 Palomar shares in Q2 2026, an estimated $1.05M.
  • Diversify Wealth Management first reported a position in Palomar in Q1 2026 and held it in 1 quarter.
  • Diversify Wealth Management's Palomar position peaked at $1.05M in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.