Caerus Investment Advisors’s Palantir PLTR Stock Holding History

Caerus Investment 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	$675K	Buy	5,787 +187	+3%	+$25.5K	0.22%	84
2026 Q1	$819K	Sell	5,600 -5,097	-48%	-$779K	0.34%	50
2025 Q4	$1.9M	Sell	10,697 -3,789	-26%	-$686K	0.62%	23
2025 Q3	$2.64M	Buy	+14,486	New	+$2.35M	1.08%	15
2023 Q2	–	Sell	-249,186	Closed	-$2.11M	–	47
2023 Q1	$2.11M	Buy	+249,186	New	+$1.95M	2.43%	14
2022 Q4	–	Sell	-147,938	Closed	-$1.2M	–	56
2022 Q3	$1.2M	Sell	147,938 -93,500	-39%	-$831K	1.52%	16
2022 Q2	$2.19M	Sell	241,438 -55,555	-19%	-$549K	2.65%	11
2022 Q1	$2.22M	Buy	296,993 +290,488	+4,466%	+$3.87M	2.68%	11
2021 Q4	$118K	Buy	+6,505	New	+$144K	0.13%	71

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

Caerus Investment Advisors's PLTR Position: Q2 2026 in Review

Caerus Investment Advisors increased its Palantir (PLTR) stake by 3.3% in Q2 2026, buying an estimated $25.5K and bringing the position to 5,787 shares worth $675K. The position accounts for 0.22% of the portfolio, ranked #84.

Caerus Investment Advisors first reported a position in PLTR in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.64M in Q3 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Caerus Investment Advisors held 5,787 shares of Palantir worth $675K as of Q2 2026.
Caerus Investment Advisors bought 187 Palantir shares in Q2 2026, an estimated $25.5K.
Palantir made up 0.22% of Caerus Investment Advisors's portfolio in Q2 2026, its #84 holding.
Caerus Investment Advisors first reported a position in Palantir in Q4 2021 and has held it in 9 quarters since.
Caerus Investment Advisors's Palantir position peaked at $2.64M in Q3 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.