Beverly Hills Private Wealth’s Palantir PLTR Stock Holding History

Beverly Hills Private Wealth’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	$588K	Sell	5,037 -360	-7%	-$49.1K	0.11%	146
2026 Q1	$789K	Sell	5,397 -4,282	-44%	-$655K	0.13%	146
2025 Q4	$1.72M	Hold	9,679	–	–	0.29%	87
2025 Q3	$1.77M	Buy	9,679 +7	+0.1%	+$1.13K	0.31%	91
2025 Q2	$1.32M	Buy	9,672 +16	+0.2%	+$1.88K	0.25%	105
2025 Q1	$815K	Sell	9,656 -4,944	-34%	-$434K	0.16%	136
2024 Q4	$1.1M	Hold	14,600	–	–	0.22%	108
2024 Q3	$543K	Hold	14,600	–	–	0.11%	175
2024 Q2	$370K	Hold	14,600	–	–	0.08%	234
2024 Q1	$336K	Sell	14,600 -44	-0.3%	-$938	0.08%	258
2023 Q4	$251K	Buy	14,644 +44	+0.3%	+$784	0.07%	284
2023 Q3	$234K	Hold	14,600	–	–	0.07%	258
2023 Q2	$266K	Hold	14,600	–	–	0.04%	291
2023 Q1	$123K	Buy	+14,600	New	+$114K	0.04%	275

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

Beverly Hills Private Wealth's PLTR Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Palantir (PLTR) stake by 6.7% in Q2 2026, selling an estimated $49.1K and leaving 5,037 shares worth $588K. The position accounts for 0.11% of the portfolio, ranked #146.

Beverly Hills Private Wealth first reported a position in PLTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.77M in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Beverly Hills Private Wealth held 5,037 shares of Palantir worth $588K as of Q2 2026.
Beverly Hills Private Wealth sold 360 Palantir shares in Q2 2026, an estimated $49.1K.
Palantir made up 0.11% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #146 holding.
Beverly Hills Private Wealth first reported a position in Palantir in Q1 2023 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Palantir position peaked at $1.77M in Q3 2025.
2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.