AWE
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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
2021
Q2 		– Sell
-117,000
Closed -$192K – 405
2021
Q1 		$192K Buy
+117,000
New +$3.21M 0.02% 348

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

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.