BHWM
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Beaird Harris Wealth Management’s Palantir PLTR Stock Holding History

Beaird Harris 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 		$454K Buy
3,891
+296
+8% +$40.4K 0.03% 103
2026
Q1 		$526K Sell
3,595
-2,119
-37% -$324K 0.04% 89
2025
Q4 		$1.02M Buy
5,714
+814
+17% +$147K 0.07% 72
2025
Q3 		$894K Buy
4,900
+434
+10% +$70.3K 0.06% 72
2025
Q2 		$609K Buy
4,466
+378
+9% +$44.3K 0.05% 82
2025
Q1 		$345K Sell
4,088
-25,637
-86% -$2.25M 0.03% 97
2024
Q4 		$2.25M Sell
29,725
-1,360
-4% -$79.2K 0.19% 47
2024
Q3 		$1.16M Buy
31,085
+29,392
+1,736% +$902K 0.1% 59
2024
Q2 		$42.9K Buy
1,693
+1,177
+228% +$26.5K ﹤0.01% 234
2024
Q1 		$11.9K Hold
516
– – ﹤0.01% 320
2023
Q4 		$8.86K Hold
516
– – ﹤0.01% 333
2023
Q3 		$8.26K Hold
516
– – ﹤0.01% 281
2023
Q2 		$7.91K Buy
516
+200
+63% +$2.27K ﹤0.01% 283
2023
Q1 		$2.67K Sell
316
-67
-17% -$524 ﹤0.01% 359
2022
Q4 		$2.46K Sell
383
-588
-61% -$4.46K ﹤0.01% 541
2022
Q3 		$8K Buy
971
+316
+48% +$2.81K ﹤0.01% 306
2022
Q2 		$6K Sell
655
-1,554
-70% -$15.4K ﹤0.01% 295
2022
Q1 		$30K Buy
2,209
+655
+42% +$8.74K 0.01% 225
2021
Q4 		$28K Buy
+1,554
New +$34.3K 0.01% 290

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Beaird Harris Wealth Management's PLTR Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Palantir (PLTR) stake by 8.2% in Q2 2026, buying an estimated $40.4K and bringing the position to 3,891 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #103.

Beaird Harris Wealth Management first reported a position in PLTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.25M in Q4 2024. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Beaird Harris Wealth Management held 3,891 shares of Palantir worth $454K as of Q2 2026.
  • Beaird Harris Wealth Management bought 296 Palantir shares in Q2 2026, an estimated $40.4K.
  • Palantir made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Beaird Harris Wealth Management first reported a position in Palantir in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Palantir position peaked at $2.25M in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.