PWMG
PLMR icon

Private Wealth Management Group’s Palomar PLMR Stock Holding History

Private Wealth Management Group’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 		$885 Hold
7
– – ﹤0.01% 1320
2026
Q1 		$837 Hold
7
– – ﹤0.01% 1283
2025
Q4 		$944 Hold
7
– – ﹤0.01% 1285
2025
Q3 		$818 Hold
7
– – ﹤0.01% 1325
2025
Q2 		$1.08K Hold
7
– – ﹤0.01% 1263
2025
Q1 		$960 Hold
7
– – ﹤0.01% 1278
2024
Q4 		$740 Hold
7
– – ﹤0.01% 1370
2024
Q3 		$663 Hold
7
– – ﹤0.01% 1379
2024
Q2 		$569 Hold
7
– – ﹤0.01% 1415
2024
Q1 		$587 Hold
7
– – ﹤0.01% 1405
2023
Q4 		$389 Buy
+7
New +$392 ﹤0.01% 1489

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

Private Wealth Management Group's PLMR Position: Q2 2026 in Review

Private Wealth Management Group held its Palomar (PLMR) position steady in Q2 2026 at 7 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Private Wealth Management Group first reported a position in PLMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08K in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Private Wealth Management Group held 7 shares of Palomar worth $885 as of Q2 2026.
  • Private Wealth Management Group left its Palomar share count unchanged in Q2 2026.
  • Palomar made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1320 holding.
  • Private Wealth Management Group first reported a position in Palomar in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Palomar position peaked at $1.08K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.