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BSW Wealth Partners’s Palantir PLTR Stock Holding History

BSW Wealth 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 		$2.56M Sell
21,960
-83
-0.4% -$11.3K 0.28% 56
2026
Q1 		$3.22M Buy
22,043
+42
+0.2% +$6.42K 0.39% 41
2025
Q4 		$3.91M Sell
22,001
-720
-3% -$130K 0.47% 37
2025
Q3 		$4.14M Buy
+22,721
New +$3.68M 0.52% 35

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

BSW Wealth Partners's PLTR Position: Q2 2026 in Review

BSW Wealth Partners reduced its Palantir (PLTR) stake by 0.38% in Q2 2026, selling an estimated $11.3K and leaving 21,960 shares worth $2.56M. The position accounts for 0.28% of the portfolio, ranked #56.

BSW Wealth Partners first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.14M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • BSW Wealth Partners held 21,960 shares of Palantir worth $2.56M as of Q2 2026.
  • BSW Wealth Partners sold 83 Palantir shares in Q2 2026, an estimated $11.3K.
  • Palantir made up 0.28% of BSW Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • BSW Wealth Partners first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • BSW Wealth Partners's Palantir position peaked at $4.14M in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.