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Birchwood Financial Partners’s Palantir PLTR Stock Holding History

Birchwood Financial Partners’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 		$44.9K Hold
385
– – 0.04% 180
2026
Q1 		$56.3K Hold
385
– – 0.05% 151
2025
Q4 		$68.4K Buy
+385
New +$69.7K 0.07% 138

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

Birchwood Financial Partners's PLTR Position: Q2 2026 in Review

Birchwood Financial Partners held its Palantir (PLTR) position steady in Q2 2026 at 385 shares worth $44.9K. The position accounts for 0.04% of the portfolio, ranked #180.

Birchwood Financial Partners first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.4K in Q4 2025. 2,835 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Birchwood Financial Partners held 385 shares of Palantir worth $44.9K as of Q2 2026.
  • Birchwood Financial Partners left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #180 holding.
  • Birchwood Financial Partners first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Palantir position peaked at $68.4K in Q4 2025.
  • 2,835 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.