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Avion Wealth’s Palantir PLTR Stock Holding History

Avion Wealth’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 		$254K Sell
2,185
-61
-3% -$8.32K 0.05% 103
2026
Q1 		$328K Sell
2,246
-631
-22% -$96.5K 0.07% 70
2025
Q4 		$511K Buy
2,877
+1,444
+101% +$261K 0.11% 55
2025
Q3 		$261K Sell
1,433
-1,289
-47% -$209K 0.06% 84
2025
Q2 		$371K Buy
2,722
+2,185
+407% +$256K 0.08% 64
2025
Q1 		$40K Hold
537
– – 0.01% 213
2024
Q4 		$40K Buy
537
+44
+9% +$2.56K 0.01% 212
2024
Q3 		$18K Buy
493
+311
+171% +$9.54K ﹤0.01% 281
2024
Q2 		$4K Sell
182
-26
-13% -$585 ﹤0.01% 525
2024
Q1 		$5K Buy
208
+79
+61% +$1.68K ﹤0.01% 471
2023
Q4 		$2K Buy
129
+63
+95% +$1.12K ﹤0.01% 605
2023
Q3 		$1K Buy
+66
New +$1.05K ﹤0.01% 703

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

Avion Wealth's PLTR Position: Q2 2026 in Review

Avion Wealth reduced its Palantir (PLTR) stake by 2.7% in Q2 2026, selling an estimated $8.32K and leaving 2,185 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #103.

Avion Wealth first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $511K in Q4 2025. 2,844 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Avion Wealth held 2,185 shares of Palantir worth $254K as of Q2 2026.
  • Avion Wealth sold 61 Palantir shares in Q2 2026, an estimated $8.32K.
  • Palantir made up 0.05% of Avion Wealth's portfolio in Q2 2026, its #103 holding.
  • Avion Wealth first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
  • Avion Wealth's Palantir position peaked at $511K in Q4 2025.
  • 2,844 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.