CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Palantir PLTR Stock Holding History

CAPTRUST 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 		$3.2M Buy
27,400
+21,300
+349% +$2.91M ﹤0.01% 1041
2026
Q1 		$892K Buy
+6,100
New +$933K ﹤0.01% 1680
2023
Q4 		– Sell
-39,800
Closed -$636 – 2764
2023
Q3 		$636 Buy
+39,800
New +$634K ﹤0.01% 2575

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

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

CAPTRUST Financial Advisors increased its Palantir (PLTR) stake by 24% in Q2 2026, buying an estimated $23.6M and bringing the position to 893,038 shares worth $104M. The position accounts for 0.16% of the portfolio, ranked #113.

CAPTRUST Financial Advisors first reported a position in PLTR in Q3 2020 and has held it in 24 quarters since. The position peaked at $105M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • CAPTRUST Financial Advisors held 893,038 shares of Palantir worth $104M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 172,821 Palantir shares in Q2 2026, an estimated $23.6M.
  • Palantir made up 0.16% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • CAPTRUST Financial Advisors first reported a position in Palantir in Q3 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's Palantir position peaked at $105M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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