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Cape Investment Advisory’s Palantir PLTR Stock Holding History

Cape Investment Advisory’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 		$129K Buy
+1,104
New +$151K 0.03% 299
2026
Q1 		– Sell
-1,106
Closed -$197K – 922
2025
Q4 		$197K Buy
1,106
+944
+583% +$171K 0.06% 214
2025
Q3 		$29.6K Sell
162
-626
-79% -$101K 0.03% 279
2025
Q2 		$107K Buy
788
+99
+14% +$11.6K 0.04% 254
2025
Q1 		$58.2K Buy
689
+36
+6% +$3.16K 0.02% 318
2024
Q4 		$49.4K Sell
653
-31
-5% -$1.81K 0.02% 336
2024
Q3 		$25.4K Buy
684
+200
+41% +$6.14K 0.01% 417
2024
Q2 		$12.3K Sell
484
-150
-24% -$3.38K 0.01% 489
2024
Q1 		$14.6K Sell
634
-380
-37% -$8.1K 0.01% 480
2023
Q4 		$17.4K Buy
1,014
+215
+27% +$3.83K 0.01% 561
2023
Q3 		$12.8K Hold
799
– – 0.01% 519
2023
Q2 		$12.2K Sell
799
-66
-8% -$750 0.01% 519
2023
Q1 		$7.31K Buy
+865
New +$6.77K ﹤0.01% 599

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

Cape Investment Advisory's PLTR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Palantir (PLTR) in Q2 2026: 1,104 shares worth $129K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PLTR as recently as Q4 2025.

Cape Investment Advisory first reported a position in PLTR in Q1 2023 and has held it in 13 quarters since. The position peaked at $197K in Q4 2025. 2,827 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Cape Investment Advisory held 1,104 shares of Palantir worth $129K as of Q2 2026.
  • Palantir was a new Cape Investment Advisory position in Q2 2026.
  • Palantir made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #299 holding.
  • Cape Investment Advisory first reported a position in Palantir in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Palantir position peaked at $197K in Q4 2025.
  • 2,827 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.