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Carolina Wealth Advisors’s Palantir PLTR Stock Holding History

Carolina Wealth 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 		$16.6K Sell
142
-12,398
-99% -$1.69M 0.01% 165
2026
Q1 		$1.83M Buy
12,540
+9,871
+370% +$1.51M 0.76% 49
2025
Q4 		$474K Buy
2,669
+825
+45% +$149K 0.21% 55
2025
Q3 		$336K Buy
1,844
+1,022
+124% +$166K 0.15% 55
2025
Q2 		$112K Buy
822
+747
+996% +$87.6K 0.06% 68
2025
Q1 		$6.33K Buy
+75
New +$6.59K ﹤0.01% 172

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Carolina Wealth Advisors's PLTR Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Palantir (PLTR) stake by 99% in Q2 2026, selling an estimated $1.69M and leaving 142 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #165.

Carolina Wealth Advisors first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q1 2026. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Carolina Wealth Advisors held 142 shares of Palantir worth $16.6K as of Q2 2026.
  • Carolina Wealth Advisors sold 12,398 Palantir shares in Q2 2026, an estimated $1.69M.
  • Palantir made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Carolina Wealth Advisors first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Carolina Wealth Advisors's Palantir position peaked at $1.83M in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.