Wealth Enhancement Advisory Services
PLMR icon

Wealth Enhancement Advisory Services’s Palomar PLMR Stock Holding History

Wealth Enhancement Advisory Services’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 		$253K Buy
+1,861
New +$219K ﹤0.01% 3366
2026
Q1 		– Sell
-2,546
Closed -$333K – 3808
2025
Q4 		$333K Buy
2,546
+82
+3% +$10K ﹤0.01% 2835
2025
Q3 		$284K Buy
2,464
+3
+0.1% +$380 ﹤0.01% 2848
2025
Q2 		$363K Buy
2,461
+90
+4% +$13.9K ﹤0.01% 2472
2025
Q1 		$325K Buy
2,371
+190
+9% +$22.5K ﹤0.01% 2385
2024
Q4 		$230K Sell
2,181
-23
-1% -$2.33K ﹤0.01% 2588
2024
Q3 		$209K Buy
+2,204
New +$203K ﹤0.01% 2427

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

Wealth Enhancement Advisory Services's PLMR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Palomar (PLMR) in Q2 2026: 1,861 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #3366 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PLMR as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in PLMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $363K in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,861 shares of Palomar worth $253K as of Q2 2026.
  • Palomar was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Palomar made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3366 holding.
  • Wealth Enhancement Advisory Services first reported a position in Palomar in Q3 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Palomar position peaked at $363K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.