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Wealthspire Advisors (New York)’s Palomar PLMR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-42
Closed -$4.9K – 2375
2025
Q3 		$4.9K Buy
+42
New +$5.33K ﹤0.01% 2341

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State Street
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s PLMR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Palomar (PLMR) in Q4 2025, closing a stake of 42 shares — an estimated $4.9K sold.

Wealthspire Advisors (New York) first reported a position in PLMR in Q3 2025 and held it in 1 quarter. The position peaked at $4.9K in Q3 2025. 339 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 42 Palomar shares in Q4 2025, an estimated $4.9K.
  • Wealthspire Advisors (New York) first reported a position in Palomar in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Palomar position peaked at $4.9K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.