Beacon Financial Planning’s Palantir PLTR Stock Holding History

Beacon Financial Planning’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	-2,033	Closed	-$297K	–	88
2026 Q1	$297K	Buy	+2,033	New	+$311K	0.12%	63

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 $3.38T AUM 44.17% 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 Planning's PLTR Position: Q2 2026 in Review

Beacon Financial Planning sold out of Palantir (PLTR) in Q2 2026, closing a stake of 2,033 shares — an estimated $297K sold.

Beacon Financial Planning first reported a position in PLTR in Q1 2026 and held it in 1 quarter. The position peaked at $297K in Q1 2026. 2,855 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Beacon Financial Planning reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Beacon Financial Planning sold 2,033 Palantir shares in Q2 2026, an estimated $297K.
Beacon Financial Planning first reported a position in Palantir in Q1 2026 and held it in 1 quarter.
Beacon Financial Planning's Palantir position peaked at $297K in Q1 2026.
2,855 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.