AE Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-200
Closed -$210 – 2352
2025
Q2
$210 Buy
+200
New +$23.5K ﹤0.01% 2122

Other funds holding PLTR

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. 2,856 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.
  • 2,856 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.