Balboa Wealth Partners’s Palantir PLTR Stock Holding History

Balboa Wealth Partners’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	$5.22M	Buy	44,701 +29	+0.1%	+$3.96K	0.71%	29
2026 Q1	$6.53M	Buy	44,672 +2,464	+6%	+$377K	1.1%	15
2025 Q4	$7.5M	Sell	42,208 -1,004	-2%	-$182K	1.24%	15
2025 Q3	$7.88M	Sell	43,212 -5,282	-11%	-$856K	1.36%	15
2025 Q2	$6.61M	Sell	48,494 -12,184	-20%	-$1.43M	1.33%	12
2025 Q1	$5.12M	Sell	60,678 -1,532	-2%	-$135K	1.24%	16
2024 Q4	$4.7M	Sell	62,210 -14,671	-19%	-$855K	1.07%	17
2024 Q3	$2.86M	Buy	76,881 +16,917	+28%	+$519K	0.71%	25
2024 Q2	$1.52M	Buy	59,964 +16,819	+39%	+$379K	0.4%	45
2024 Q1	$993K	Buy	+43,145	New	+$919K	0.29%	63
2023 Q4	–	Sell	-14,697	Closed	-$235K	–	312
2023 Q3	$235K	Buy	+14,697	New	+$234K	0.09%	191

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

Balboa Wealth Partners's PLTR Position: Q2 2026 in Review

Balboa Wealth Partners increased its Palantir (PLTR) stake by 0.06% in Q2 2026, buying an estimated $3.96K and bringing the position to 44,701 shares worth $5.22M. The position accounts for 0.71% of the portfolio, ranked #29.

Balboa Wealth Partners first reported a position in PLTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.88M in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Balboa Wealth Partners held 44,701 shares of Palantir worth $5.22M as of Q2 2026.
Balboa Wealth Partners bought 29 Palantir shares in Q2 2026, an estimated $3.96K.
Palantir made up 0.71% of Balboa Wealth Partners's portfolio in Q2 2026, its #29 holding.
Balboa Wealth Partners first reported a position in Palantir in Q3 2023 and has held it in 11 quarters since.
Balboa Wealth Partners's Palantir position peaked at $7.88M in Q3 2025.
2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.