Aviso Wealth Management’s Palantir PLTR Stock Holding History

Aviso 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	$745K	Buy	6,389 +2,325	+57%	+$317K	0.25%	73
2026 Q1	$594K	Buy	4,064 +961	+31%	+$147K	0.27%	78
2025 Q4	$552K	Buy	+3,103	New	+$562K	0.23%	88

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

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

Aviso Wealth Management increased its Palantir (PLTR) stake by 57% in Q2 2026, buying an estimated $317K and bringing the position to 6,389 shares worth $745K. The position accounts for 0.25% of the portfolio, ranked #73.

Aviso Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. 2,851 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Aviso Wealth Management held 6,389 shares of Palantir worth $745K as of Q2 2026.
Aviso Wealth Management bought 2,325 Palantir shares in Q2 2026, an estimated $317K.
Palantir made up 0.25% of Aviso Wealth Management's portfolio in Q2 2026, its #73 holding.
Aviso Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
2,851 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.