Bernardo Wealth Planning’s Palantir PLTR Stock Holding History

Bernardo Wealth 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	-1,447	Closed	-$212K	–	145
2026 Q1	$212K	Buy	1,447 +90	+7%	+$13.8K	0.04%	122
2025 Q4	$241K	Buy	1,357 +153	+13%	+$27.7K	0.05%	113
2025 Q3	$220K	Buy	+1,204	New	+$195K	0.04%	116
2024 Q1	–	Sell	-11,473	Closed	-$197K	–	107
2023 Q4	$197K	Sell	11,473 -100	-0.9%	-$1.78K	0.06%	86
2023 Q3	$185K	Buy	11,573 +473	+4%	+$7.53K	0.07%	80
2023 Q2	$170K	Hold	11,100	–	–	0.07%	88
2023 Q1	$93.8K	Hold	11,100	–	–	0.04%	88
2022 Q4	$71.3K	Hold	11,100	–	–	0.03%	86
2022 Q3	$92K	Hold	11,100	–	–	0.05%	79
2022 Q2	$100K	Hold	11,100	–	–	0.06%	81
2022 Q1	$152K	Buy	+11,100	New	+$148K	0.08%	87

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 $3.37T AUM 44.26% 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

Bernardo Wealth Planning's PLTR Position: Q2 2026 in Review

Bernardo Wealth Planning sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,447 shares — an estimated $212K sold.

Bernardo Wealth Planning first reported a position in PLTR in Q1 2022 and held it in 11 quarters. The position peaked at $241K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Bernardo Wealth Planning reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Bernardo Wealth Planning sold 1,447 Palantir shares in Q2 2026, an estimated $212K.
Bernardo Wealth Planning first reported a position in Palantir in Q1 2022 and held it in 11 quarters.
Bernardo Wealth Planning's Palantir position peaked at $241K in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.