Baldwin Wealth Partners’s Palantir PLTR Stock Holding History

Baldwin 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	–	Sell	-1,418	Closed	-$207K	–	244
2026 Q1	$207K	Sell	1,418 -430	-23%	-$65.7K	0.02%	213
2025 Q4	$328K	Buy	1,848 +170	+10%	+$30.8K	0.02%	193
2025 Q3	$306K	Buy	+1,678	New	+$272K	0.02%	194
2024 Q4	–	Sell	-3,640	Closed	-$135K	–	804
2024 Q3	$135K	Sell	3,640 -8	-0.2%	-$246	0.01%	379
2024 Q2	$92.4K	Hold	3,648	–	–	0.01%	271
2024 Q1	$83.9K	Buy	+3,648	New	+$77.7K	0.01%	291
2023 Q3	–	Sell	-2,081	Closed	-$31.9K	–	770
2023 Q2	$31.9K	Hold	2,081	–	–	﹤0.01%	476
2023 Q1	$17.6K	Hold	2,081	–	–	﹤0.01%	558
2022 Q4	$13.4K	Sell	2,081 -5,000	-71%	-$37.9K	﹤0.01%	584
2022 Q3	$58K	Hold	7,081	–	–	0.01%	316
2022 Q2	$64K	Buy	7,081 +2,081	+42%	+$20.6K	0.01%	317
2022 Q1	$69K	Hold	5,000	–	–	0.01%	321
2021 Q4	$91K	Hold	5,000	–	–	0.01%	278
2021 Q3	$120K	Hold	5,000	–	–	0.01%	243
2021 Q2	$132K	Hold	5,000	–	–	0.01%	241
2021 Q1	$116K	Hold	5,000	–	–	0.01%	241
2020 Q4	$118K	Buy	+5,000	New	+$89.4K	0.01%	230

Other funds holding PLTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,418 shares — an estimated $207K sold.

Baldwin Wealth Partners first reported a position in PLTR in Q4 2020 and held it in 17 quarters. The position peaked at $328K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Baldwin Wealth Partners reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Baldwin Wealth Partners sold 1,418 Palantir shares in Q2 2026, an estimated $207K.
Baldwin Wealth Partners first reported a position in Palantir in Q4 2020 and held it in 17 quarters.
Baldwin Wealth Partners's Palantir position peaked at $328K in Q4 2025.
1,257 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.