Blue Bell Private Wealth Management’s Palantir PLTR Stock Holding History

Blue Bell Private 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	$231K	Buy	1,981 +105	+6%	+$14.3K	0.03%	268
2026 Q1	$274K	Sell	1,876 -201	-10%	-$30.7K	0.04%	233
2025 Q4	$369K	Buy	2,077 +240	+13%	+$43.4K	0.05%	192
2025 Q3	$335K	Buy	1,837 +60	+3%	+$9.72K	0.05%	193
2025 Q2	$242K	Buy	1,777 +988	+125%	+$116K	0.04%	214
2025 Q1	$66.6K	Buy	789 +33	+4%	+$2.9K	0.01%	347
2024 Q4	$57.2K	Buy	756 +338	+81%	+$19.7K	0.01%	344
2024 Q3	$15.6K	Buy	418 +248	+146%	+$7.61K	﹤0.01%	481
2024 Q2	$4.31K	Hold	170	–	–	﹤0.01%	585
2024 Q1	$3.91K	Hold	170	–	–	﹤0.01%	594
2023 Q4	$2.92K	Hold	170	–	–	﹤0.01%	601
2023 Q3	$2.72K	Hold	170	–	–	﹤0.01%	554
2023 Q2	$2.61K	Hold	170	–	–	﹤0.01%	564
2023 Q1	$1.44K	Hold	170	–	–	﹤0.01%	580
2022 Q4	$1.09K	Hold	170	–	–	﹤0.01%	622
2022 Q3	$1K	Hold	170	–	–	﹤0.01%	701
2022 Q2	$2K	Hold	170	–	–	﹤0.01%	651
2022 Q1	$2K	Hold	170	–	–	﹤0.01%	709
2021 Q4	$3K	Buy	+170	New	+$3.75K	﹤0.01%	627

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

Blue Bell Private Wealth Management's PLTR Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Palantir (PLTR) stake by 5.6% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,981 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #268.

Blue Bell Private Wealth Management first reported a position in PLTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $369K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Blue Bell Private Wealth Management held 1,981 shares of Palantir worth $231K as of Q2 2026.
Blue Bell Private Wealth Management bought 105 Palantir shares in Q2 2026, an estimated $14.3K.
Palantir made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #268 holding.
Blue Bell Private Wealth Management first reported a position in Palantir in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Palantir position peaked at $369K in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.