Physician Wealth Advisors’s Palomar PLMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.53K Buy
20
+13
+186% +$1.53K ﹤0.01% 1401
2026
Q1
$837 Buy
7
+4
+133% +$499 ﹤0.01% 1771
2025
Q4
$405 Buy
+3
New +$366 ﹤0.01% 1954
2025
Q3
Sell
-4
Closed -$617 2010
2025
Q2
$617 Buy
+4
New +$619 ﹤0.01% 1656

Other funds holding PLMR

Physician Wealth Advisors's PLMR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Palomar (PLMR) stake by 186% in Q2 2026, buying an estimated $1.53K and bringing the position to 20 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Physician Wealth Advisors first reported a position in PLMR in Q2 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Physician Wealth Advisors held 20 shares of Palomar worth $2.53K as of Q2 2026.
  • Physician Wealth Advisors bought 13 Palomar shares in Q2 2026, an estimated $1.53K.
  • Palomar made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1401 holding.
  • Physician Wealth Advisors first reported a position in Palomar in Q2 2025 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.