Beta Wealth Group’s Palantir PLTR Stock Holding History

Beta Wealth Group’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	$537K	Buy	+4,600	New	+$628K	0.2%	81

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

Beta Wealth Group's PLTR Position: Q2 2026 in Review

Beta Wealth Group opened a new position in Palantir (PLTR) in Q2 2026: 4,600 shares worth $537K. The stake represents 0.2% of the portfolio and ranks #81 among its holdings.

2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Beta Wealth Group held 4,600 shares of Palantir worth $537K as of Q2 2026.
Palantir was a new Beta Wealth Group position in Q2 2026.
Palantir made up 0.2% of Beta Wealth Group's portfolio in Q2 2026, its #81 holding.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.