Avondale Wealth Management’s Palantir PLTR Stock Holding History

Avondale 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	$1.04M	Buy	8,913 +613	+7%	+$83.6K	0.42%	27
2026 Q1	$1.21M	Hold	8,300	–	–	0.6%	22
2025 Q4	$1.48M	Sell	8,300 -1,000	-11%	-$181K	0.76%	20
2025 Q3	$1.7M	Sell	9,300 -3,200	-26%	-$519K	0.9%	19
2025 Q2	$1.7M	Sell	12,500 -2,840	-19%	-$333K	0.95%	18
2025 Q1	$1.29M	Sell	15,340 -500	-3%	-$43.9K	0.81%	20
2024 Q4	$1.2M	Buy	15,840 +340	+2%	+$19.8K	0.77%	20
2024 Q3	$577K	Hold	15,500	–	–	0.37%	29
2024 Q2	$393K	Sell	15,500 -1,500	-9%	-$33.8K	0.27%	35
2024 Q1	$391K	Buy	17,000 +11,500	+209%	+$245K	0.27%	33
2023 Q4	$94.4K	Hold	5,500	–	–	0.08%	61
2023 Q3	$88K	Buy	5,500 +2,000	+57%	+$31.9K	0.08%	65
2023 Q2	$53.7K	Sell	3,500 -1,250	-26%	-$14.2K	0.05%	75
2023 Q1	$40.1K	Sell	4,750 -5,000	-51%	-$39.1K	0.03%	86
2022 Q4	$62.6K	Buy	9,750 +3,250	+50%	+$24.6K	0.05%	70
2022 Q3	$53K	Buy	+6,500	New	+$57.8K	0.06%	71
2022 Q1	–	Sell	-6,250	Closed	-$114K	–	126
2021 Q4	$114K	Buy	6,250 +4,750	+317%	+$105K	0.12%	53
2021 Q3	$36K	Hold	1,500	–	–	0.04%	78
2021 Q2	$40K	Sell	1,500 -7,500	-83%	-$173K	0.04%	78
2021 Q1	$210K	Buy	+9,000	New	+$247K	0.21%	40

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Avondale Wealth Management increased its Palantir (PLTR) stake by 7.4% in Q2 2026, buying an estimated $83.6K and bringing the position to 8,913 shares worth $1.04M. The position accounts for 0.42% of the portfolio, ranked #27.

Avondale Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q2 2025. 613 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Avondale Wealth Management held 8,913 shares of Palantir worth $1.04M as of Q2 2026.
Avondale Wealth Management bought 613 Palantir shares in Q2 2026, an estimated $83.6K.
Palantir made up 0.42% of Avondale Wealth Management's portfolio in Q2 2026, its #27 holding.
Avondale Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 20 quarters since.
Avondale Wealth Management's Palantir position peaked at $1.7M in Q2 2025.
613 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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