Beacon Financial Advisory’s Palantir PLTR Stock Holding History

Beacon Financial Advisory’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	$1.17M	Buy	10,036 +403	+4%	+$55K	0.23%	116
2026 Q1	$1.41M	Buy	9,633 +1,151	+14%	+$176K	0.32%	73
2025 Q4	$1.51M	Buy	8,482 +212	+3%	+$38.4K	0.35%	67
2025 Q3	$1.51M	Buy	8,270 +46	+0.6%	+$7.46K	0.35%	68
2025 Q2	$1.12M	Buy	8,224 +1,610	+24%	+$189K	0.29%	92
2025 Q1	$558K	Buy	6,614 +2,133	+48%	+$187K	0.17%	153
2024 Q4	$339K	Buy	+4,481	New	+$261K	0.11%	206

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

Beacon Financial Advisory's PLTR Position: Q2 2026 in Review

Beacon Financial Advisory increased its Palantir (PLTR) stake by 4.2% in Q2 2026, buying an estimated $55K and bringing the position to 10,036 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #116.

Beacon Financial Advisory first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Beacon Financial Advisory held 10,036 shares of Palantir worth $1.17M as of Q2 2026.
Beacon Financial Advisory bought 403 Palantir shares in Q2 2026, an estimated $55K.
Palantir made up 0.23% of Beacon Financial Advisory's portfolio in Q2 2026, its #116 holding.
Beacon Financial Advisory first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Beacon Financial Advisory's Palantir position peaked at $1.51M in Q3 2025.
2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.