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Carlson Financial’s Palantir PLTR Stock Holding History

Carlson Financial’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
10,349
+130
+1% +$17.7K 0.62% 39
2026
Q1 		$1.49M Buy
10,219
+160
+2% +$24.5K 0.88% 27
2025
Q4 		$1.79M Buy
+10,059
New +$1.82M 1.04% 20

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carlson Financial's PLTR Position: Q2 2026 in Review

Carlson Financial increased its Palantir (PLTR) stake by 1.3% in Q2 2026, buying an estimated $17.7K and bringing the position to 10,349 shares worth $1.21M. The position accounts for 0.62% of the portfolio, ranked #39.

Carlson Financial first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 2,835 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Carlson Financial held 10,349 shares of Palantir worth $1.21M as of Q2 2026.
  • Carlson Financial bought 130 Palantir shares in Q2 2026, an estimated $17.7K.
  • Palantir made up 0.62% of Carlson Financial's portfolio in Q2 2026, its #39 holding.
  • Carlson Financial first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's Palantir position peaked at $1.79M in Q4 2025.
  • 2,835 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.