Avantax Planning Partners’s Palantir PLTR Stock Holding History

Avantax Planning Partners’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	$1.28M	Sell	10,932 -10	-0.1%	-$1.36K	0.03%	185
2026 Q1	$1.6M	Buy	10,942 +1,910	+21%	+$292K	0.04%	150
2025 Q4	$1.61M	Buy	9,032 +160	+2%	+$29K	0.04%	151
2025 Q3	$1.62M	Buy	8,872 +5,534	+166%	+$897K	0.05%	149
2025 Q2	$455K	Buy	3,338 +173	+5%	+$20.3K	0.01%	277
2025 Q1	$267K	Buy	3,165 +185	+6%	+$16.2K	0.01%	361
2024 Q4	$225K	Buy	+2,980	New	+$174K	0.01%	390

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Planning Partners's PLTR Position: Q2 2026 in Review

Avantax Planning Partners reduced its Palantir (PLTR) stake by 0.09% in Q2 2026, selling an estimated $1.36K and leaving 10,932 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #185.

Avantax Planning Partners first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Avantax Planning Partners held 10,932 shares of Palantir worth $1.28M as of Q2 2026.
Avantax Planning Partners sold 10 Palantir shares in Q2 2026, an estimated $1.36K.
Palantir made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #185 holding.
Avantax Planning Partners first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Avantax Planning Partners's Palantir position peaked at $1.62M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.