Sheets Smith Wealth Management’s Palomar PLMR Stock Holding History

Sheets Smith 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	$547K	Hold	4,327	–	–	0.05%	286
2026 Q1	$517K	Sell	4,327 -12	-0.3%	-$1.5K	0.06%	281
2025 Q4	$585K	Hold	4,339	–	–	0.06%	257
2025 Q3	$507K	Sell	4,339 -1,897	-30%	-$241K	0.06%	279
2025 Q2	$962K	Sell	6,236 -343	-5%	-$53.1K	0.11%	171
2025 Q1	$902K	Hold	6,579	–	–	0.11%	170
2024 Q4	$695K	Hold	6,579	–	–	0.08%	204
2024 Q3	$623K	Hold	6,579	–	–	0.08%	216
2024 Q2	$534K	Buy	+6,579	New	+$536K	0.06%	233

Other funds holding PLMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sheets Smith Wealth Management's PLMR Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Palomar (PLMR) position steady in Q2 2026 at 4,327 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #286.

Sheets Smith Wealth Management first reported a position in PLMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $962K in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

Sheets Smith Wealth Management held 4,327 shares of Palomar worth $547K as of Q2 2026.
Sheets Smith Wealth Management left its Palomar share count unchanged in Q2 2026.
Palomar made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #286 holding.
Sheets Smith Wealth Management first reported a position in Palomar in Q2 2024 and has held it in 9 quarters since.
Sheets Smith Wealth Management's Palomar position peaked at $962K in Q2 2025.
341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.