Capital Asset Advisory Services’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$610K Sell
5,228
-270
-5% -$36.8K 0.02% 179
2026
Q1
$802K Buy
5,498
+246
+5% +$37.6K 0.03% 151
2025
Q4
$944K Sell
5,252
-245
-4% -$44.4K 0.04% 139
2025
Q3
$1M Sell
5,497
-740
-12% -$120K 0.04% 135
2025
Q2
$815K Buy
6,237
+734
+13% +$86.1K 0.04% 145
2025
Q1
$481K Buy
5,503
+665
+14% +$58.4K 0.02% 171
2024
Q4
$387K Buy
+4,838
New +$282K 0.02% 216
2021
Q1
Sell
-1,200
Closed -$28K 1283
2020
Q4
$28K Buy
+1,200
New +$21.5K 0.01% 763

Other funds holding PLTR

Capital Asset Advisory Services's PLTR Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its Palantir (PLTR) stake by 4.9% in Q2 2026, selling an estimated $36.8K and leaving 5,228 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #179.

Capital Asset Advisory Services first reported a position in PLTR in Q4 2020 and has held it in 8 quarters since. The position peaked at $1M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Capital Asset Advisory Services held 5,228 shares of Palantir worth $610K as of Q2 2026.
  • Capital Asset Advisory Services sold 270 Palantir shares in Q2 2026, an estimated $36.8K.
  • Palantir made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #179 holding.
  • Capital Asset Advisory Services first reported a position in Palantir in Q4 2020 and has held it in 8 quarters since.
  • Capital Asset Advisory Services's Palantir position peaked at $1M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.