Brendel Financial Advisors’s Palantir PLTR Stock Holding History

Brendel Financial Advisors’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	$2.81M	Buy	24,093 +280	+1%	+$38.2K	1.3%	38
2026 Q1	$3.48M	Buy	23,813 +90	+0.4%	+$13.8K	1.72%	27
2025 Q4	$4.22M	Buy	23,723 +38	+0.2%	+$6.88K	2.07%	15
2025 Q3	$4.32M	Buy	23,685 +871	+4%	+$141K	2.22%	11
2025 Q2	$3.11M	Buy	22,814 +12,765	+127%	+$1.5M	1.74%	24
2025 Q1	$848K	Sell	10,049 -219	-2%	-$19.2K	0.52%	49
2024 Q4	$777K	Buy	10,268 +373	+4%	+$21.7K	0.47%	50
2024 Q3	$368K	Buy	9,895 +12	+0.1%	+$368	0.21%	73
2024 Q2	$250K	Sell	9,883 -627	-6%	-$14.1K	0.16%	78
2024 Q1	$242K	Sell	10,510 -69	-0.7%	-$1.47K	0.28%	53
2023 Q4	$182K	Sell	10,579 -258	-2%	-$4.59K	0.12%	87
2023 Q3	$173K	Buy	+10,837	New	+$173K	0.26%	40

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

Brendel Financial Advisors's PLTR Position: Q2 2026 in Review

Brendel Financial Advisors increased its Palantir (PLTR) stake by 1.2% in Q2 2026, buying an estimated $38.2K and bringing the position to 24,093 shares worth $2.81M. The position accounts for 1.3% of the portfolio, ranked #38.

Brendel Financial Advisors first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.32M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Brendel Financial Advisors held 24,093 shares of Palantir worth $2.81M as of Q2 2026.
Brendel Financial Advisors bought 280 Palantir shares in Q2 2026, an estimated $38.2K.
Palantir made up 1.3% of Brendel Financial Advisors's portfolio in Q2 2026, its #38 holding.
Brendel Financial Advisors first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
Brendel Financial Advisors's Palantir position peaked at $4.32M in Q3 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.