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Burr Financial Services’s Palantir PLTR Stock Holding History

Burr Financial Services’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 		$9.94M Sell
85,198
-3,632
-4% -$495K 6.17% 6
2026
Q1 		$13M Buy
88,830
+18,034
+25% +$2.76M 10.33% 3
2025
Q4 		$12.6M Buy
70,796
+278
+0.4% +$50.3K 9.41% 3
2025
Q3 		$12.9M Sell
70,518
-2,650
-4% -$429K 9.55% 2
2025
Q2 		$9.97M Sell
73,168
-83,318
-53% -$9.77M 8.39% 4
2025
Q1 		$13.2M Buy
156,486
+1,816
+1% +$159K 10.36% 2
2024
Q4 		$11.7M Buy
+154,670
New +$9.01M 7.89% 3

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

Burr Financial Services's PLTR Position: Q2 2026 in Review

Burr Financial Services reduced its Palantir (PLTR) stake by 4.1% in Q2 2026, selling an estimated $495K and leaving 85,198 shares worth $9.94M. The position accounts for 6.17% of the portfolio, ranked #6.

Burr Financial Services first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q1 2025. 2,716 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Burr Financial Services held 85,198 shares of Palantir worth $9.94M as of Q2 2026.
  • Burr Financial Services sold 3,632 Palantir shares in Q2 2026, an estimated $495K.
  • Palantir made up 6.17% of Burr Financial Services's portfolio in Q2 2026, its #6 holding.
  • Burr Financial Services first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Burr Financial Services's Palantir position peaked at $13.2M in Q1 2025.
  • 2,716 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.