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Aprio Wealth Management’s Palantir PLTR Stock Holding History

Aprio 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 		$1.34M Sell
11,445
-994
-8% -$136K 0.07% 187
2026
Q1 		$1.82M Buy
12,439
+2,026
+19% +$310K 0.1% 137
2025
Q4 		$1.85M Buy
10,413
+1,037
+11% +$188K 0.11% 129
2025
Q3 		$1.71M Buy
9,376
+1,032
+12% +$167K 0.17% 85
2025
Q2 		$1.14M Buy
8,344
+3,428
+70% +$402K 0.13% 100
2025
Q1 		$415K Buy
4,916
+625
+15% +$54.9K 0.05% 203
2024
Q4 		$325K Buy
+4,291
New +$250K 0.05% 196

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

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

Aprio Wealth Management reduced its Palantir (PLTR) stake by 8% in Q2 2026, selling an estimated $136K and leaving 11,445 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #187.

Aprio Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q4 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Aprio Wealth Management held 11,445 shares of Palantir worth $1.34M as of Q2 2026.
  • Aprio Wealth Management sold 994 Palantir shares in Q2 2026, an estimated $136K.
  • Palantir made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Aprio Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's Palantir position peaked at $1.85M in Q4 2025.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.