AWM
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AE Wealth Management’s Palantir PLTR Stock Holding History

AE Wealth Management’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 		$71.1M Buy
609,653
+87,654
+17% +$12M 0.33% 73
2026
Q1 		$76.4M Buy
521,999
+11,300
+2% +$1.73M 0.41% 59
2025
Q4 		$90.8M Buy
510,699
+14,787
+3% +$2.68M 0.52% 43
2025
Q3 		$90.5M Buy
495,912
+30,058
+6% +$4.87M 0.58% 37
2025
Q2 		$63.5M Buy
465,854
+159,985
+52% +$18.8M 0.46% 49
2025
Q1 		$25.8M Sell
305,869
-13,455
-4% -$1.18M 0.22% 108
2024
Q4 		$24.2M Sell
319,324
-8,506
-3% -$495K 0.2% 112
2024
Q3 		$12.2M Buy
327,830
+43,869
+15% +$1.35M 0.11% 207
2024
Q2 		$7.19M Buy
283,961
+106,197
+60% +$2.39M 0.07% 270
2024
Q1 		$4.09M Sell
177,764
-358,119
-67% -$7.63M 0.05% 338
2023
Q4 		$8.76M Buy
535,883
+343,141
+178% +$6.11M 0.04% 428
2023
Q3 		$3.08M Buy
192,742
+85,042
+79% +$1.35M 0.02% 703
2023
Q2 		$1.65M Sell
107,700
-139,553
-56% -$1.59M 0.01% 895
2023
Q1 		$2.09M Buy
247,253
+15,536
+7% +$122K 0.01% 779
2022
Q4 		$1.49M Sell
231,717
-24,672
-10% -$187K 0.01% 846
2022
Q3 		$2.08M Buy
256,389
+6,616
+3% +$58.8K 0.02% 688
2022
Q2 		$2.27M Sell
249,773
-8,368
-3% -$82.7K 0.02% 629
2022
Q1 		$3.54M Sell
258,141
-16,206
-6% -$216K 0.02% 541
2021
Q4 		$5M Buy
274,347
+3,520
+1% +$77.7K 0.03% 415
2021
Q3 		$6.51M Buy
270,827
+14,428
+6% +$352K 0.05% 319
2021
Q2 		$6.76M Buy
256,399
+30,775
+14% +$712K 0.06% 296
2021
Q1 		$5.25M Buy
225,624
+182,931
+428% +$5.02M 0.05% 304
2020
Q4 		$1M Buy
+42,693
New +$764K 0.01% 709

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

AE Wealth Management's PLTR Position: Q2 2026 in Review

AE Wealth Management increased its Palantir (PLTR) stake by 17% in Q2 2026, buying an estimated $12M and bringing the position to 609,653 shares worth $71.1M. The position accounts for 0.33% of the portfolio, ranked #73.

AE Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $90.8M in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • AE Wealth Management held 609,653 shares of Palantir worth $71.1M as of Q2 2026.
  • AE Wealth Management bought 87,654 Palantir shares in Q2 2026, an estimated $12M.
  • Palantir made up 0.33% of AE Wealth Management's portfolio in Q2 2026, its #73 holding.
  • AE Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Palantir position peaked at $90.8M in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.