PWM
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Parkworth Wealth Management’s Palomar PLMR Stock Holding History

Parkworth 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
2025
Q2 		$154 Hold
1
– – ﹤0.01% 1021
2025
Q1 		$137 Hold
1
– – ﹤0.01% 847
2024
Q4 		$106 Buy
+1
New +$101 ﹤0.01% 962

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Parkworth Wealth Management's PLMR Position: Q2 2025 in Review

Parkworth Wealth Management held its Palomar (PLMR) position steady in Q2 2025 at 1 share worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Parkworth Wealth Management first reported a position in PLMR in Q4 2024 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Palomar worth $154 as of Q2 2025.
  • Parkworth Wealth Management left its Palomar share count unchanged in Q2 2025.
  • Palomar made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1021 holding.
  • Parkworth Wealth Management first reported a position in Palomar in Q4 2024 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.