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Caldwell Trust’s Palantir PLTR Stock Holding History

Caldwell Trust’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 		$111K Buy
950
+550
+138% +$75K 0.01% 393
2026
Q1 		$58.5K Sell
400
-120
-23% -$18.3K 0.01% 469
2025
Q4 		$92.4K Buy
520
+120
+30% +$21.7K 0.01% 404
2025
Q3 		$73K Buy
400
+300
+300% +$48.6K 0.01% 423
2025
Q2 		$13.6K Hold
100
– – ﹤0.01% 608
2025
Q1 		$8.44K Buy
+100
New +$8.78K ﹤0.01% 650
2024
Q4 		– Sell
-750
Closed -$27.9K – 726
2024
Q3 		$27.9K Hold
750
– – ﹤0.01% 517
2024
Q2 		$19K Hold
750
– – ﹤0.01% 547
2024
Q1 		$17.3K Hold
750
– – ﹤0.01% 566
2023
Q4 		$12.9K Buy
+750
New +$13.4K ﹤0.01% 591
2023
Q1 		– Sell
-1,000
Closed -$6.42K – 743
2022
Q4 		$6.42K Buy
+1,000
New +$7.58K ﹤0.01% 644

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

Caldwell Trust's PLTR Position: Q2 2026 in Review

Caldwell Trust increased its Palantir (PLTR) stake by 138% in Q2 2026, buying an estimated $75K and bringing the position to 950 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #393.

Caldwell Trust first reported a position in PLTR in Q4 2022 and has held it in 11 quarters since. 2,851 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Caldwell Trust held 950 shares of Palantir worth $111K as of Q2 2026.
  • Caldwell Trust bought 550 Palantir shares in Q2 2026, an estimated $75K.
  • Palantir made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #393 holding.
  • Caldwell Trust first reported a position in Palantir in Q4 2022 and has held it in 11 quarters since.
  • 2,851 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.