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Beacon Investment Advisory Services’s Palantir PLTR Stock Holding History

Beacon Investment Advisory Services’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 		$68.3K Sell
585
-16
-3% -$2.18K ﹤0.01% 378
2026
Q1 		$87.9K Sell
601
-1,115
-65% -$170K ﹤0.01% 350
2025
Q4 		$305K Buy
1,716
+301
+21% +$54.5K 0.01% 213
2025
Q3 		$258K Sell
1,415
-285
-17% -$46.2K 0.01% 223
2025
Q2 		$232K Buy
+1,700
New +$199K 0.01% 226

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

Beacon Investment Advisory Services's PLTR Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Palantir (PLTR) stake by 2.7% in Q2 2026, selling an estimated $2.18K and leaving 585 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Beacon Investment Advisory Services first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $305K in Q4 2025. 2,851 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Beacon Investment Advisory Services held 585 shares of Palantir worth $68.3K as of Q2 2026.
  • Beacon Investment Advisory Services sold 16 Palantir shares in Q2 2026, an estimated $2.18K.
  • Palantir made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #378 holding.
  • Beacon Investment Advisory Services first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisory Services's Palantir position peaked at $305K in Q4 2025.
  • 2,851 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.