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Capstone Financial Advisors’s Palantir PLTR Stock Holding History

Capstone Financial Advisors’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 		$630K Sell
5,401
-71
-1% -$9.69K 0.03% 92
2026
Q1 		$800K Buy
5,472
+21
+0.4% +$3.21K 0.04% 74
2025
Q4 		$969K Buy
5,451
+127
+2% +$23K 0.05% 65
2025
Q3 		$971K Sell
5,324
-1,465
-22% -$237K 0.05% 63
2025
Q2 		$925K Sell
6,789
-685
-9% -$80.3K 0.05% 66
2025
Q1 		$631K Sell
7,474
-8,020
-52% -$704K 0.04% 78
2024
Q4 		$1.17M Sell
15,494
-1,525
-9% -$88.8K 0.07% 57
2024
Q3 		$633K Buy
17,019
+3,570
+27% +$110K 0.04% 80
2024
Q2 		$341K Buy
13,449
+1,145
+9% +$25.8K 0.02% 109
2024
Q1 		$283K Buy
12,304
+1,104
+10% +$23.5K 0.02% 115
2023
Q4 		$192K Buy
11,200
+500
+5% +$8.91K 0.01% 136
2023
Q3 		$171K Sell
10,700
-1,500
-12% -$23.9K 0.01% 126
2023
Q2 		$187K Buy
12,200
+1,450
+13% +$16.5K 0.01% 125
2023
Q1 		$90.8K Sell
10,750
-250
-2% -$1.96K 0.01% 123
2022
Q4 		$70.6K Sell
11,000
-375
-3% -$2.84K 0.01% 124
2022
Q3 		$92K Hold
11,375
– – 0.01% 118
2022
Q2 		$103K Buy
+11,375
New +$112K 0.01% 117

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

Capstone Financial Advisors's PLTR Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Palantir (PLTR) stake by 1.3% in Q2 2026, selling an estimated $9.69K and leaving 5,401 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #92.

Capstone Financial Advisors first reported a position in PLTR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2024. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Capstone Financial Advisors held 5,401 shares of Palantir worth $630K as of Q2 2026.
  • Capstone Financial Advisors sold 71 Palantir shares in Q2 2026, an estimated $9.69K.
  • Palantir made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Capstone Financial Advisors first reported a position in Palantir in Q2 2022 and has held it in 17 quarters since.
  • Capstone Financial Advisors's Palantir position peaked at $1.17M in Q4 2024.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.