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True Wealth Design’s Palomar PLMR Stock Holding History

True Wealth Design’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 Buy
7
+4
+133% +$471 ﹤0.01% 2033
2026
Q1 		$359 Hold
3
– – ﹤0.01% 2161
2025
Q4 		$405 Hold
3
– – ﹤0.01% 2022
2025
Q3 		$351 Sell
3
-1
-25% -$127 ﹤0.01% 2123
2025
Q2 		$617 Buy
4
+1
+33% +$155 ﹤0.01% 1653
2025
Q1 		$412 Buy
+3
New +$355 ﹤0.01% 1627

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

True Wealth Design's PLMR Position: Q2 2026 in Review

True Wealth Design increased its Palomar (PLMR) stake by 133% in Q2 2026, buying an estimated $471 and bringing the position to 7 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

True Wealth Design first reported a position in PLMR in Q1 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • True Wealth Design held 7 shares of Palomar worth $885 as of Q2 2026.
  • True Wealth Design bought 4 Palomar shares in Q2 2026, an estimated $471.
  • Palomar made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2033 holding.
  • True Wealth Design first reported a position in Palomar in Q1 2025 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.