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B. Riley Wealth Advisors’s Palantir PLTR Stock Holding History

B. Riley Wealth Advisors’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 		$18.4M Sell
159,459
-2,428
-1% -$331K 0.99% 20
2026
Q1 		$22.3M Sell
161,887
-11,391
-7% -$1.74M 1.41% 8
2025
Q4 		$30.8M Buy
173,278
+3,892
+2% +$705K 1.42% 9
2025
Q3 		$30.9M Sell
169,386
-9,392
-5% -$1.52M 1.43% 9
2025
Q2 		$24.4M Sell
178,778
-25,280
-12% -$2.96M 1.14% 12
2025
Q1 		$17.2M Sell
204,058
-11,870
-5% -$1.04M 0.51% 29
2024
Q4 		$16.3M Buy
215,928
+1,771
+0.8% +$103K 0.54% 27
2024
Q3 		$8.12M Buy
214,157
+44,768
+26% +$1.37M 0.23% 96
2024
Q2 		$4.29M Sell
169,389
-132,226
-44% -$2.98M 0.11% 182
2024
Q1 		$4.83M Sell
301,615
-73,762
-20% -$1.57M 0.13% 162
2023
Q4 		$6.45M Buy
375,377
+73,762
+24% +$1.31M 0.17% 128
2023
Q3 		$4.83M Buy
301,615
+160,480
+114% +$2.56M 0.13% 162
2023
Q2 		$2.16M Sell
141,135
-11,351
-7% -$129K 0.05% 354
2023
Q1 		$1.29M Buy
152,486
+902
+0.6% +$7.06K 0.03% 463
2022
Q4 		$973K Sell
151,584
-12,864
-8% -$97.5K 0.03% 545
2022
Q3 		$1.34M Buy
164,448
+5,689
+4% +$50.6K 0.04% 417
2022
Q2 		$1.44M Sell
158,759
-6,737
-4% -$66.6K 0.06% 316
2022
Q1 		$2.27M Buy
165,496
+5,345
+3% +$71.3K 0.07% 273
2021
Q4 		$2.92M Sell
160,151
-28,898
-15% -$638K 0.08% 258
2021
Q3 		$4.55M Buy
189,049
+50,926
+37% +$1.24M 0.14% 156
2021
Q2 		$3.64M Buy
138,123
+23,888
+21% +$552K 0.12% 198
2021
Q1 		$2.66M Buy
114,235
+48,193
+73% +$1.32M 0.09% 244
2020
Q4 		$1.51M Buy
66,042
+50,392
+322% +$901K 0.08% 246
2020
Q3 		$149K Buy
+15,650
New +$149K 0.01% 870

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

B. Riley Wealth Advisors's PLTR Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Palantir (PLTR) stake by 1.5% in Q2 2026, selling an estimated $331K and leaving 159,459 shares worth $18.4M. The position accounts for 0.99% of the portfolio, ranked #20.

B. Riley Wealth Advisors first reported a position in PLTR in Q3 2020 and has held it in 24 quarters since. The position peaked at $30.9M in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • B. Riley Wealth Advisors held 159,459 shares of Palantir worth $18.4M as of Q2 2026.
  • B. Riley Wealth Advisors sold 2,428 Palantir shares in Q2 2026, an estimated $331K.
  • Palantir made up 0.99% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • B. Riley Wealth Advisors first reported a position in Palantir in Q3 2020 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's Palantir position peaked at $30.9M in Q3 2025.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.