AWA
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Arete Wealth Advisors’s Palantir PLTR Stock Holding History

Arete Wealth Advisors’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 		$3.02M Buy
25,866
+1,539
+6% +$210K 0.2% 124
2026
Q1 		$3.56M Sell
24,327
-7,778
-24% -$1.19M 0.27% 91
2025
Q4 		$5.71M Sell
32,105
-7,236
-18% -$1.31M 0.4% 64
2025
Q3 		$7.18M Buy
39,341
+7,494
+24% +$1.21M 0.45% 50
2025
Q2 		$4.34M Sell
31,847
-18,605
-37% -$2.18M 0.31% 70
2025
Q1 		$4.26M Sell
50,452
-426
-0.8% -$37.4K 0.33% 70
2024
Q4 		$3.86M Buy
50,878
+1,814
+4% +$106K 0.28% 75
2024
Q3 		$1.82M Sell
49,064
-107,055
-69% -$3.29M 0.16% 135
2024
Q2 		$3.95M Sell
156,119
-14,467
-8% -$326K 0.32% 64
2024
Q1 		$3.93M Buy
170,586
+38,939
+30% +$830K 0.36% 66
2023
Q4 		$2.26M Buy
131,647
+4,149
+3% +$73.9K 0.17% 126
2023
Q3 		$2.04M Sell
127,498
-27,390
-18% -$436K 0.35% 64
2023
Q2 		$2.37M Buy
154,888
+12,512
+9% +$142K 0.21% 105
2023
Q1 		$1.2M Buy
142,376
+1,059
+0.7% +$8.29K 0.1% 183
2022
Q4 		$907K Buy
141,317
+1,023
+0.7% +$7.75K 0.08% 221
2022
Q3 		$1.14M Buy
140,294
+108,399
+340% +$964K 0.11% 161
2022
Q2 		$292K Sell
31,895
-79,826
-71% -$789K 0.03% 339
2022
Q1 		$1.53M Buy
111,721
+8,938
+9% +$119K 0.13% 140
2021
Q4 		$1.87M Buy
102,783
+52,449
+104% +$1.16M 0.16% 121
2021
Q3 		$1.21M Sell
50,334
-2,417
-5% -$59K 0.13% 148
2021
Q2 		$107K Sell
52,751
-5,518
-9% -$128K 0.02% 354
2021
Q1 		$1.36M Sell
58,269
-39
-0.1% -$1.07K 0.17% 123
2020
Q4 		$1.36M Buy
+58,308
New +$1.04M 0.19% 114

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

Arete Wealth Advisors's PLTR Position: Q2 2026 in Review

Arete Wealth Advisors increased its Palantir (PLTR) stake by 6.3% in Q2 2026, buying an estimated $210K and bringing the position to 25,866 shares worth $3.02M. The position accounts for 0.2% of the portfolio, ranked #124.

Arete Wealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.18M in Q3 2025. 2,847 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Arete Wealth Advisors held 25,866 shares of Palantir worth $3.02M as of Q2 2026.
  • Arete Wealth Advisors bought 1,539 Palantir shares in Q2 2026, an estimated $210K.
  • Palantir made up 0.2% of Arete Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Arete Wealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • Arete Wealth Advisors's Palantir position peaked at $7.18M in Q3 2025.
  • 2,847 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.