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Beam Wealth Advisors’s Palantir PLTR Stock Holding History

Beam Wealth Advisors’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
-10,219
Closed -$1.49M – 120
2026
Q1 		$1.49M Sell
10,219
-770
-7% -$118K 0.37% 54
2025
Q4 		$1.95M Buy
10,989
+135
+1% +$24.4K 0.54% 46
2025
Q3 		$1.98M Buy
+10,854
New +$1.76M 0.54% 45

Other funds holding PLTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beam Wealth Advisors's PLTR Position: Q2 2026 in Review

Beam Wealth Advisors sold out of Palantir (PLTR) in Q2 2026, closing a stake of 10,219 shares — an estimated $1.49M sold.

Beam Wealth Advisors first reported a position in PLTR in Q3 2025 and held it in 3 quarters. The position peaked at $1.98M in Q3 2025. 1,251 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Beam Wealth Advisors reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,219 Palantir shares in Q2 2026, an estimated $1.49M.
  • Beam Wealth Advisors first reported a position in Palantir in Q3 2025 and held it in 3 quarters.
  • Beam Wealth Advisors's Palantir position peaked at $1.98M in Q3 2025.
  • 1,251 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.