AWM
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Avaii Wealth Management’s Palantir PLTR Stock Holding History

Avaii 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 		$322K Sell
2,760
-2,811
-50% -$383K 0.09% 134
2026
Q1 		$815K Buy
5,571
+1,989
+56% +$304K 0.28% 44
2025
Q4 		$637K Sell
3,582
-13
-0.4% -$2.35K 0.23% 55
2025
Q3 		$656K Buy
3,595
+16
+0.4% +$2.59K 0.25% 54
2025
Q2 		$488K Buy
3,579
+309
+9% +$36.2K 0.22% 58
2025
Q1 		$276K Sell
3,270
-36
-1% -$3.16K 0.15% 93
2024
Q4 		$250K Buy
+3,306
New +$193K 0.12% 110

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

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

Avaii Wealth Management reduced its Palantir (PLTR) stake by 50% in Q2 2026, selling an estimated $383K and leaving 2,760 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #134.

Avaii Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $815K in Q1 2026. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Avaii Wealth Management held 2,760 shares of Palantir worth $322K as of Q2 2026.
  • Avaii Wealth Management sold 2,811 Palantir shares in Q2 2026, an estimated $383K.
  • Palantir made up 0.09% of Avaii Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Avaii Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Avaii Wealth Management's Palantir position peaked at $815K in Q1 2026.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.