AWM
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Avior Wealth Management’s Palantir PLTR Stock Holding History

Avior 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 		$1.76M Sell
15,056
-1,703
-10% -$232K 0.05% 264
2026
Q1 		$2.45M Sell
16,759
-212
-1% -$32.4K 0.07% 221
2025
Q4 		$3.02M Sell
16,971
-183
-1% -$33.1K 0.09% 161
2025
Q3 		$3.13M Buy
17,154
+1,064
+7% +$172K 0.1% 149
2025
Q2 		$2.19M Buy
16,090
+3,509
+28% +$412K 0.08% 175
2025
Q1 		$1.06M Buy
12,581
+4,897
+64% +$430K 0.04% 253
2024
Q4 		$581K Sell
7,684
-841
-10% -$49K 0.02% 405
2024
Q3 		$317K Buy
8,525
+1,970
+30% +$60.5K 0.01% 569
2024
Q2 		$166K Buy
6,555
+3,045
+87% +$68.6K 0.01% 719
2024
Q1 		$80.8K Buy
3,510
+3,502
+43,775% +$74.6K ﹤0.01% 1040
2023
Q4 		$137 Hold
8
– – ﹤0.01% 1482
2023
Q3 		$128 Sell
8
-250
-97% -$3.98K ﹤0.01% 1548
2023
Q2 		$3.96K Sell
258
-150
-37% -$1.71K ﹤0.01% 1244
2023
Q1 		$3.45K Buy
408
+81
+25% +$634 ﹤0.01% 1309
2022
Q4 		$2.1K Buy
327
+69
+27% +$523 ﹤0.01% 1048
2022
Q3 		$2K Buy
258
+160
+163% +$1.42K ﹤0.01% 1044
2022
Q2 		$0 Buy
98
+90
+1,125% +$890 ﹤0.01% 1191
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1200
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1190
2021
Q3 		$0 Buy
+8
New +$195 ﹤0.01% 1147

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Avior Wealth Management reduced its Palantir (PLTR) stake by 10% in Q2 2026, selling an estimated $232K and leaving 15,056 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #264.

Avior Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.13M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Avior Wealth Management held 15,056 shares of Palantir worth $1.76M as of Q2 2026.
  • Avior Wealth Management sold 1,703 Palantir shares in Q2 2026, an estimated $232K.
  • Palantir made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Avior Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 20 quarters since.
  • Avior Wealth Management's Palantir position peaked at $3.13M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.