Axxcess Wealth Management’s Palantir PLTR Stock Holding History

Axxcess 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	$8.08M	Sell	69,497 -3,788	-5%	-$517K	0.13%	156
2026 Q1	$10.6M	Sell	73,285 -45,066	-38%	-$6.89M	0.34%	69
2025 Q4	$21M	Buy	118,351 +16,451	+16%	+$2.98M	0.36%	57
2025 Q3	$18.6M	Buy	101,900 +6,585	+7%	+$1.07M	0.39%	49
2025 Q2	$13M	Sell	95,315 -3,068	-3%	-$360K	0.3%	69
2025 Q1	$8.3M	Sell	98,383 -2,199	-2%	-$193K	0.22%	83
2024 Q4	$7.61M	Sell	100,582 -897	-0.9%	-$52.2K	0.18%	96
2024 Q3	$3.78M	Buy	101,479 +39,509	+64%	+$1.21M	0.09%	166
2024 Q2	$1.57M	Buy	61,970 +44,943	+264%	+$1.01M	0.04%	295
2024 Q1	$392K	Buy	17,027 +4,123	+32%	+$87.9K	0.01%	598
2023 Q4	$222K	Buy	12,904 +824	+7%	+$14.7K	0.01%	745
2023 Q3	$193K	Buy	+12,080	New	+$192K	0.01%	743
2022 Q2	–	Sell	-16,050	Closed	-$220K	–	628
2022 Q1	$220K	Sell	16,050 -23,865	-60%	-$318K	0.02%	557
2021 Q4	$727K	Buy	+39,915	New	+$881K	0.05%	279

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

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

Axxcess Wealth Management reduced its Palantir (PLTR) stake by 5.2% in Q2 2026, selling an estimated $517K and leaving 69,497 shares worth $8.08M. The position accounts for 0.13% of the portfolio, ranked #156.

Axxcess Wealth Management first reported a position in PLTR in Q4 2021 and has held it in 14 quarters since. The position peaked at $21M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Axxcess Wealth Management held 69,497 shares of Palantir worth $8.08M as of Q2 2026.
Axxcess Wealth Management sold 3,788 Palantir shares in Q2 2026, an estimated $517K.
Palantir made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #156 holding.
Axxcess Wealth Management first reported a position in Palantir in Q4 2021 and has held it in 14 quarters since.
Axxcess Wealth Management's Palantir position peaked at $21M in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.