AWM
PLTR icon

Arista Wealth Management’s Palantir PLTR Stock Holding History

Arista 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 		$374K Sell
3,208
-1,009
-24% -$138K 0.04% 201
2026
Q1 		$617K Buy
+4,217
New +$645K 0.08% 138
2025
Q4 		– Sell
-2,706
Closed -$494K – 308
2025
Q3 		$494K Buy
+2,706
New +$439K 0.06% 149

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
US
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

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

Arista Wealth Management reduced its Palantir (PLTR) stake by 24% in Q2 2026, selling an estimated $138K and leaving 3,208 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #201.

Arista Wealth Management first reported a position in PLTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $617K in Q1 2026. 674 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Arista Wealth Management held 3,208 shares of Palantir worth $374K as of Q2 2026.
  • Arista Wealth Management sold 1,009 Palantir shares in Q2 2026, an estimated $138K.
  • Palantir made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Arista Wealth Management first reported a position in Palantir in Q3 2025 and has held it in 3 quarters since.
  • Arista Wealth Management's Palantir position peaked at $617K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.