Outlook Wealth Advisors
PLMR icon

Outlook Wealth Advisors’s Palomar PLMR Stock Holding History

Outlook Wealth Advisors’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
Q3 		$216K Sell
1,752
-264
-13% -$35.3K 0.05% 298
2026
Q2 		$255K Buy
2,016
+15
+0.7% +$1.77K 0.06% 272
2026
Q1 		$239K Buy
2,001
+14
+0.7% +$1.75K 0.06% 288
2025
Q4 		$268K Buy
1,987
+48
+2% +$5.86K 0.06% 261
2025
Q3 		$226K Buy
+1,939
New +$246K 0.06% 278

Other funds holding PLMR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Outlook Wealth Advisors's PLMR Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its Palomar (PLMR) stake by 13% in Q3 2026, selling an estimated $35.3K and leaving 1,752 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #298.

Outlook Wealth Advisors first reported a position in PLMR in Q3 2025 and has held it in 5 quarters since. The position peaked at $268K in Q4 2025. 294 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

  • Outlook Wealth Advisors held 1,752 shares of Palomar worth $216K as of Q3 2026.
  • Outlook Wealth Advisors sold 264 Palomar shares in Q3 2026, an estimated $35.3K.
  • Palomar made up 0.05% of Outlook Wealth Advisors's portfolio in Q3 2026, its #298 holding.
  • Outlook Wealth Advisors first reported a position in Palomar in Q3 2025 and has held it in 5 quarters since.
  • Outlook Wealth Advisors's Palomar position peaked at $268K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.