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Asset Planning Inc’s Palantir PLTR Stock Holding History

Asset Planning Inc’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 		$225K Buy
1,930
+450
+30% +$61.4K 0.15% 84
2026
Q1 		$216K Hold
1,480
– – 0.15% 79
2025
Q4 		$263K Sell
1,480
-100
-6% -$18.1K 0.18% 72
2025
Q3 		$288K Hold
1,580
– – 0.21% 70
2025
Q2 		$215K Buy
1,580
+100
+7% +$11.7K 0.16% 79
2025
Q1 		$125K Buy
1,480
+150
+11% +$13.2K 0.1% 95
2024
Q4 		$101K Buy
+1,330
New +$77.5K 0.08% 103

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

Asset Planning Inc's PLTR Position: Q2 2026 in Review

Asset Planning Inc increased its Palantir (PLTR) stake by 30% in Q2 2026, buying an estimated $61.4K and bringing the position to 1,930 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #84.

Asset Planning Inc first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Asset Planning Inc held 1,930 shares of Palantir worth $225K as of Q2 2026.
  • Asset Planning Inc bought 450 Palantir shares in Q2 2026, an estimated $61.4K.
  • Palantir made up 0.15% of Asset Planning Inc's portfolio in Q2 2026, its #84 holding.
  • Asset Planning Inc first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Palantir position peaked at $288K in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.