Capital Advisors Wealth Management’s Palantir PLTR Stock Holding History

Capital Advisors Wealth Management’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	$2.68M	Buy	22,963 +1,272	+6%	+$174K	0.31%	63
2026 Q1	$3.17M	Buy	21,691 +195	+0.9%	+$29.8K	0.43%	51
2025 Q4	$3.82M	Buy	21,496 +268	+1%	+$48.5K	0.52%	46
2025 Q3	$3.87M	Sell	21,228 -139	-0.7%	-$22.5K	0.55%	43
2025 Q2	$2.91M	Buy	21,367 +1,047	+5%	+$123K	0.46%	49
2025 Q1	$1.72M	Buy	20,320 +1,019	+5%	+$89.5K	0.3%	55
2024 Q4	$1.46M	Buy	19,301 +13,326	+223%	+$776K	0.26%	56
2024 Q3	$222K	Buy	+5,975	New	+$183K	0.04%	155

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 Wealth Management's PLTR Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Palantir (PLTR) stake by 5.9% in Q2 2026, buying an estimated $174K and bringing the position to 22,963 shares worth $2.68M. The position accounts for 0.31% of the portfolio, ranked #63.

Capital Advisors Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.87M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Capital Advisors Wealth Management held 22,963 shares of Palantir worth $2.68M as of Q2 2026.
Capital Advisors Wealth Management bought 1,272 Palantir shares in Q2 2026, an estimated $174K.
Palantir made up 0.31% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #63 holding.
Capital Advisors Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
Capital Advisors Wealth Management's Palantir position peaked at $3.87M in Q3 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.