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Bartlett & Co Wealth Management’s Palantir PLTR Stock Holding History

Bartlett & Co 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 		$207K Sell
1,773
-398
-18% -$54.3K ﹤0.01% 474
2026
Q1 		$317K Buy
2,171
+78
+4% +$11.9K ﹤0.01% 395
2025
Q4 		$372K Buy
2,093
+29
+1% +$5.25K ﹤0.01% 368
2025
Q3 		$377K Buy
2,064
+36
+2% +$5.83K 0.01% 370
2025
Q2 		$276K Buy
2,028
+789
+64% +$92.5K ﹤0.01% 404
2025
Q1 		$105K Buy
1,239
+389
+46% +$34.2K ﹤0.01% 538
2024
Q4 		$64.3K Sell
850
-300
-26% -$17.5K ﹤0.01% 602
2024
Q3 		$42.8K Hold
1,150
– – ﹤0.01% 684
2024
Q2 		$29.1K Sell
1,150
-3,850
-77% -$86.7K ﹤0.01% 760
2024
Q1 		$115K Buy
5,000
+3,000
+150% +$63.9K ﹤0.01% 528
2023
Q4 		$35.1K Buy
2,000
+1,300
+186% +$23.2K ﹤0.01% 762
2023
Q3 		$11.2K Buy
+700
New +$11.1K ﹤0.01% 915
2021
Q4 		– Sell
-100
Closed -$2.4K – 751
2021
Q3 		$2.4K Buy
+100
New +$2.44K ﹤0.01% 848

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

Bartlett & Co Wealth Management's PLTR Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Palantir (PLTR) stake by 18% in Q2 2026, selling an estimated $54.3K and leaving 1,773 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Bartlett & Co Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 13 quarters since. The position peaked at $377K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,773 shares of Palantir worth $207K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 398 Palantir shares in Q2 2026, an estimated $54.3K.
  • Palantir made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Bartlett & Co Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 13 quarters since.
  • Bartlett & Co Wealth Management's Palantir position peaked at $377K in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.