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Bogart Wealth LLC’s Palantir PLTR Stock Holding History

Bogart Wealth LLC’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 		$542K Sell
4,645
-93
-2% -$12.7K 0.02% 184
2026
Q1 		$693K Buy
4,738
+642
+16% +$98.2K 0.03% 148
2025
Q4 		$728K Sell
4,096
-237
-5% -$42.9K 0.03% 143
2025
Q3 		$790K Buy
4,333
+706
+19% +$114K 0.03% 140
2025
Q2 		$494K Sell
3,627
-73
-2% -$8.56K 0.02% 161
2025
Q1 		$312K Buy
3,700
+496
+15% +$43.6K 0.01% 189
2024
Q4 		$242K Buy
3,204
+1,735
+118% +$101K 0.01% 204
2024
Q3 		$54.6K Buy
1,469
+69
+5% +$2.12K ﹤0.01% 396
2024
Q2 		$35.5K Buy
1,400
+15
+1% +$338 ﹤0.01% 457
2024
Q1 		$31.9K Buy
1,385
+1,065
+333% +$22.7K ﹤0.01% 446
2023
Q4 		$5.49K Buy
320
+120
+60% +$2.14K ﹤0.01% 727
2023
Q3 		$3.2K Hold
200
– – ﹤0.01% 815
2023
Q2 		$3.07K Hold
200
– – ﹤0.01% 816
2023
Q1 		$1.69K Sell
200
-196
-49% -$1.53K ﹤0.01% 928
2022
Q4 		$2.54K Sell
396
-380
-49% -$2.88K ﹤0.01% 776
2022
Q3 		$6K Buy
776
+306
+65% +$2.72K ﹤0.01% 663
2022
Q2 		$4K Buy
470
+50
+12% +$494 ﹤0.01% 691
2022
Q1 		$6K Buy
420
+50
+14% +$667 ﹤0.01% 559
2021
Q4 		$7K Hold
370
– – ﹤0.01% 517
2021
Q3 		$9K Buy
370
+146
+65% +$3.56K ﹤0.01% 473
2021
Q2 		$6K Buy
224
+50
+29% +$1.16K ﹤0.01% 502
2021
Q1 		$4K Buy
+174
New +$4.77K ﹤0.01% 503

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

Bogart Wealth LLC's PLTR Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Palantir (PLTR) stake by 2% in Q2 2026, selling an estimated $12.7K and leaving 4,645 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #184.

Bogart Wealth LLC first reported a position in PLTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $790K in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Bogart Wealth LLC held 4,645 shares of Palantir worth $542K as of Q2 2026.
  • Bogart Wealth LLC sold 93 Palantir shares in Q2 2026, an estimated $12.7K.
  • Palantir made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #184 holding.
  • Bogart Wealth LLC first reported a position in Palantir in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Palantir position peaked at $790K in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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