Baker Tilly Wealth Management’s Palantir PLTR Stock Holding History

Baker Tilly 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	$7.18M	Buy	61,559 +69	+0.1%	+$9.41K	1.53%	16
2026 Q1	$8.99M	Buy	61,490 +40,073	+187%	+$6.13M	2.19%	7
2025 Q4	$3.81M	Sell	21,417 -839	-4%	-$152K	0.94%	25
2025 Q3	$4.06M	Buy	22,256 +172	+0.8%	+$27.9K	0.92%	27
2025 Q2	$3.01M	Buy	22,084 +260	+1%	+$30.5K	1.08%	19
2025 Q1	$1.84M	Buy	21,824 +217	+1%	+$19.1K	0.72%	23
2024 Q4	$1.63M	Buy	21,607 +1,473	+7%	+$85.8K	0.64%	31
2024 Q3	$749K	Buy	20,134 +23	+0.1%	+$706	0.33%	76
2024 Q2	$509K	Buy	20,111 +13	+0.1%	+$293	0.21%	118
2024 Q1	$462K	Sell	20,098 -16	-0.1%	-$341	0.08%	273
2023 Q4	$345K	Buy	20,114 +17	+0.1%	+$303	0.06%	368
2023 Q3	$322K	Buy	+20,097	New	+$320K	0.05%	354

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

Baker Tilly Wealth Management's PLTR Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Palantir (PLTR) stake by 0.11% in Q2 2026, buying an estimated $9.41K and bringing the position to 61,559 shares worth $7.18M. The position accounts for 1.53% of the portfolio, ranked #16.

Baker Tilly Wealth Management first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.99M in Q1 2026. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Baker Tilly Wealth Management held 61,559 shares of Palantir worth $7.18M as of Q2 2026.
Baker Tilly Wealth Management bought 69 Palantir shares in Q2 2026, an estimated $9.41K.
Palantir made up 1.53% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #16 holding.
Baker Tilly Wealth Management first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
Baker Tilly Wealth Management's Palantir position peaked at $8.99M in Q1 2026.
2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.