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CapWealth Advisors’s Palantir PLTR Stock Holding History

CapWealth 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 		$16.1M Sell
138,338
-3,067
-2% -$418K 1.11% 38
2026
Q1 		$20.7M Sell
141,405
-149,006
-51% -$22.8M 1.54% 28
2025
Q4 		$51.6M Sell
290,411
-30,495
-10% -$5.52M 3.53% 3
2025
Q3 		$58.5M Sell
320,906
-88,911
-22% -$14.4M 4.03% 3
2025
Q2 		$55.9M Sell
409,817
-7,316
-2% -$858K 5.5% 1
2025
Q1 		$35.2M Sell
417,133
-100,440
-19% -$8.82M 3.81% 3
2024
Q4 		$39.1M Sell
517,573
-16,016
-3% -$933K 4.29% 3
2024
Q3 		$19.8M Buy
533,589
+16,890
+3% +$518K 2.16% 20
2024
Q2 		$13.1M Sell
516,699
-9,407
-2% -$212K 1.65% 26
2024
Q1 		$12.1M Sell
526,106
-290
-0.1% -$6.18K 1.36% 33
2023
Q4 		$9.04M Sell
526,396
-10,462
-2% -$186K 1.1% 37
2023
Q3 		$8.59M Sell
536,858
-1,734
-0.3% -$27.6K 1.1% 37
2023
Q2 		$8.26M Buy
538,592
+7,136
+1% +$81.1K 1.01% 41
2023
Q1 		$4.49M Sell
531,456
-2,834
-0.5% -$22.2K 0.56% 49
2022
Q4 		$3.43M Sell
534,290
-116,236
-18% -$881K 0.4% 53
2022
Q3 		$5.29M Buy
650,526
+25,857
+4% +$230K 0.7% 49
2022
Q2 		$5.67M Buy
624,669
+207,540
+50% +$2.05M 0.68% 48
2022
Q1 		$5.73M Buy
417,129
+4,074
+1% +$54.3K 0.59% 54
2021
Q4 		$7.52M Buy
413,055
+2,637
+0.6% +$58.2K 0.77% 50
2021
Q3 		$9.87M Buy
410,418
+2,682
+0.7% +$65.4K 1.08% 40
2021
Q2 		$10.7M Sell
407,736
-3,865
-0.9% -$89.4K 1.17% 36
2021
Q1 		$9.59M Buy
411,601
+8,774
+2% +$241K 1.09% 40
2020
Q4 		$9.49M Buy
+402,827
New +$7.21M 1.13% 40

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

CapWealth Advisors's PLTR Position: Q2 2026 in Review

CapWealth Advisors reduced its Palantir (PLTR) stake by 2.2% in Q2 2026, selling an estimated $418K and leaving 138,338 shares worth $16.1M. The position accounts for 1.11% of the portfolio, ranked #38.

CapWealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $58.5M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • CapWealth Advisors held 138,338 shares of Palantir worth $16.1M as of Q2 2026.
  • CapWealth Advisors sold 3,067 Palantir shares in Q2 2026, an estimated $418K.
  • Palantir made up 1.11% of CapWealth Advisors's portfolio in Q2 2026, its #38 holding.
  • CapWealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • CapWealth Advisors's Palantir position peaked at $58.5M in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.