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Bernard Wealth Management’s Palantir PLTR Stock Holding History

Bernard 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 		$242K Sell
2,075
-15
-0.7% -$2.05K 0.09% 62
2026
Q1 		$306K Sell
2,090
-100
-5% -$15.3K 0.13% 50
2025
Q4 		$389K Hold
2,190
– – 0.16% 51
2025
Q3 		$400K Sell
2,190
-490
-18% -$79.4K 0.17% 48
2025
Q2 		$365K Hold
2,680
– – 0.17% 45
2025
Q1 		$226K Buy
2,680
+10
+0.4% +$878 0.11% 55
2024
Q4 		$202K Buy
+2,670
New +$156K 0.1% 57

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

Bernard Wealth Management's PLTR Position: Q2 2026 in Review

Bernard Wealth Management reduced its Palantir (PLTR) stake by 0.72% in Q2 2026, selling an estimated $2.05K and leaving 2,075 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #62.

Bernard Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Bernard Wealth Management held 2,075 shares of Palantir worth $242K as of Q2 2026.
  • Bernard Wealth Management sold 15 Palantir shares in Q2 2026, an estimated $2.05K.
  • Palantir made up 0.09% of Bernard Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Bernard Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Palantir position peaked at $400K in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.