MWM
PLMR icon

Mindset Wealth Management’s Palomar PLMR Stock Holding History

Mindset 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 		$245K Sell
1,935
-131
-6% -$15.4K 0.05% 159
2026
Q1 		$247K Buy
2,066
+17
+0.8% +$2.12K 0.07% 147
2025
Q4 		$276K Buy
+2,049
New +$250K 0.07% 143
2025
Q3 		– Sell
-1,301
Closed -$201K – 182
2025
Q2 		$201K Sell
1,301
-418
-24% -$64.7K 0.07% 143
2025
Q1 		$236K Buy
+1,719
New +$204K 0.09% 124

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 $3.37T AUM 44.26% 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

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

Mindset Wealth Management reduced its Palomar (PLMR) stake by 6.3% in Q2 2026, selling an estimated $15.4K and leaving 1,935 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #159.

Mindset Wealth Management first reported a position in PLMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Mindset Wealth Management held 1,935 shares of Palomar worth $245K as of Q2 2026.
  • Mindset Wealth Management sold 131 Palomar shares in Q2 2026, an estimated $15.4K.
  • Palomar made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Mindset Wealth Management first reported a position in Palomar in Q1 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Palomar position peaked at $276K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.