Capital Advisors Ltd’s Palantir PLTR Stock Holding History

Capital Advisors Ltd’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	$272K	Sell	2,330 -60	-3%	-$8.19K	0.03%	267
2026 Q1	$350K	Sell	2,390 -69	-3%	-$10.6K	0.04%	224
2025 Q4	$437K	Buy	2,459 +49	+2%	+$8.87K	0.05%	189
2025 Q3	$440K	Buy	2,410 +28	+1%	+$4.54K	0.05%	185
2025 Q2	$325K	Buy	2,382 +1	+0%	+$117	0.04%	217
2025 Q1	$201K	Buy	2,381 +243	+11%	+$21.3K	0.03%	270
2024 Q4	$162K	Buy	2,138 +20	+0.9%	+$1.17K	0.02%	293
2024 Q3	$79K	Buy	2,118 +62	+3%	+$1.9K	0.01%	377
2024 Q2	$52K	Buy	2,056 +34	+2%	+$766	0.01%	438
2024 Q1	$47K	Buy	2,022 +22	+1%	+$469	0.01%	447
2023 Q4	$34K	Hold	2,000	–	–	﹤0.01%	481
2023 Q3	$32K	Hold	2,000	–	–	﹤0.01%	478
2023 Q2	$31K	Hold	2,000	–	–	﹤0.01%	496
2023 Q1	$17K	Buy	+2,000	New	+$15.7K	﹤0.01%	481
2022 Q4	–	Sell	-102	Closed	-$1K	–	1539
2022 Q3	$1K	Sell	102 -78	-43%	-$694	﹤0.01%	1092
2022 Q2	$2K	Buy	+180	New	+$1.78K	﹤0.01%	687
2022 Q1	–	Sell	-23	Closed	–	–	1147
2021 Q4	$0	Buy	+23	New	+$508	﹤0.01%	908

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

Capital Advisors Ltd's PLTR Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Palantir (PLTR) stake by 2.5% in Q2 2026, selling an estimated $8.19K and leaving 2,330 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #267.

Capital Advisors Ltd first reported a position in PLTR in Q4 2021 and has held it in 17 quarters since. The position peaked at $440K in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Capital Advisors Ltd held 2,330 shares of Palantir worth $272K as of Q2 2026.
Capital Advisors Ltd sold 60 Palantir shares in Q2 2026, an estimated $8.19K.
Palantir made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #267 holding.
Capital Advisors Ltd first reported a position in Palantir in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Palantir position peaked at $440K in Q3 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.