Annex Advisory Services’s Palantir PLTR Stock Holding History

Annex Advisory Services’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	$1.72M	Buy	14,729 +1,336	+10%	+$182K	0.03%	166
2026 Q1	$1.96M	Buy	13,393 +541	+4%	+$82.7K	0.04%	153
2025 Q4	$2.28M	Buy	12,852 +456	+4%	+$82.6K	0.04%	147
2025 Q3	$2.26M	Buy	12,396 +185	+2%	+$30K	0.05%	128
2025 Q2	$1.66M	Buy	12,211 +31	+0.3%	+$3.64K	0.04%	134
2025 Q1	$1.03M	Buy	12,180 +489	+4%	+$42.9K	0.03%	159
2024 Q4	$884K	Sell	11,691 -6,808	-37%	-$397K	0.03%	174
2024 Q3	$688K	Sell	18,499 -1,332	-7%	-$40.9K	0.02%	169
2024 Q2	$502K	Buy	19,831 +1,397	+8%	+$31.5K	0.02%	186
2024 Q1	$424K	Sell	18,434 -2,800	-13%	-$59.7K	0.02%	195
2023 Q4	$365K	Buy	21,234 +3,000	+16%	+$53.4K	0.02%	193
2023 Q3	$292K	Hold	18,234	–	–	0.02%	202
2023 Q2	$280K	Hold	18,234	–	–	0.02%	204
2023 Q1	$154K	Buy	18,234 +3,223	+21%	+$25.2K	0.01%	237
2022 Q4	$96.4K	Sell	15,011 -50	-0.3%	-$379	0.01%	248
2022 Q3	$122K	Hold	15,061	–	–	0.01%	230
2022 Q2	$137K	Sell	15,061 -3,444	-19%	-$34K	0.01%	247
2022 Q1	$254K	Buy	+18,505	New	+$247K	0.02%	212

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Annex Advisory Services's PLTR Position: Q2 2026 in Review

Annex Advisory Services increased its Palantir (PLTR) stake by 10% in Q2 2026, buying an estimated $182K and bringing the position to 14,729 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #166.

Annex Advisory Services first reported a position in PLTR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.28M in Q4 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Annex Advisory Services held 14,729 shares of Palantir worth $1.72M as of Q2 2026.
Annex Advisory Services bought 1,336 Palantir shares in Q2 2026, an estimated $182K.
Palantir made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #166 holding.
Annex Advisory Services first reported a position in Palantir in Q1 2022 and has held it in 18 quarters since.
Annex Advisory Services's Palantir position peaked at $2.28M in Q4 2025.
461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.