Avidian Wealth Enterprises’s Palantir PLTR Stock Holding History

Avidian Wealth Enterprises’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	$2.56M	Sell	21,912 -1,209	-5%	-$165K	0.07%	183
2026 Q1	$3.38M	Buy	23,121 +984	+4%	+$150K	0.11%	133
2025 Q4	$3.93M	Buy	22,137 +94	+0.4%	+$17K	0.14%	92
2025 Q3	$4.02M	Buy	22,043 +1,586	+8%	+$257K	0.15%	92
2025 Q2	$2.79M	Buy	20,457 +2,707	+15%	+$317K	0.11%	98
2025 Q1	$1.5M	Buy	17,750 +175	+1%	+$15.4K	0.07%	156
2024 Q4	$1.33M	Buy	17,575 +4,977	+40%	+$290K	0.06%	156
2024 Q3	$469K	Buy	+12,598	New	+$387K	0.02%	307
2021 Q4	–	Sell	-8,432	Closed	-$203K	–	559
2021 Q3	$203K	Sell	8,432 -27,704	-77%	-$676K	0.02%	351
2021 Q2	$953K	Buy	36,136 +4,450	+14%	+$103K	0.07%	136
2021 Q1	$738K	Buy	+31,686	New	+$869K	0.06%	156

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

Avidian Wealth Enterprises's PLTR Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Palantir (PLTR) stake by 5.2% in Q2 2026, selling an estimated $165K and leaving 21,912 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #183.

Avidian Wealth Enterprises first reported a position in PLTR in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.02M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Avidian Wealth Enterprises held 21,912 shares of Palantir worth $2.56M as of Q2 2026.
Avidian Wealth Enterprises sold 1,209 Palantir shares in Q2 2026, an estimated $165K.
Palantir made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #183 holding.
Avidian Wealth Enterprises first reported a position in Palantir in Q1 2021 and has held it in 11 quarters since.
Avidian Wealth Enterprises's Palantir position peaked at $4.02M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.