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Capstone Wealth Management Group (Oregon)’s Palantir PLTR Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$239K Hold
2,050
– – 0.14% 110
2026
Q1 		$300K Sell
2,050
-325
-14% -$49.7K 0.18% 93
2025
Q4 		$422K Sell
2,375
-300
-11% -$54.3K 0.26% 73
2025
Q3 		$488K Sell
2,675
-40
-1% -$6.48K 0.31% 64
2025
Q2 		$370K Sell
2,715
-460
-14% -$54K 0.27% 68
2025
Q1 		$268K Buy
3,175
+50
+2% +$4.39K 0.21% 74
2024
Q4 		$236K Buy
+3,125
New +$182K 0.18% 86

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 Wealth Management Group (Oregon)'s PLTR Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) held its Palantir (PLTR) position steady in Q2 2026 at 2,050 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #110.

Capstone Wealth Management Group (Oregon) first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 2,050 shares of Palantir worth $239K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.14% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #110 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Palantir position peaked at $488K in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.