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Carter Financial Group’s Palantir PLTR Stock Holding History

Carter Financial Group’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 		$1.54M Sell
13,180
-621
-4% -$84.7K 0.8% 28
2026
Q1 		$2.02M Sell
13,801
-1,029
-7% -$157K 1.25% 20
2025
Q4 		$2.64M Sell
14,830
-962
-6% -$174K 1.56% 17
2025
Q3 		$2.88M Buy
15,792
+1,329
+9% +$215K 1.74% 14
2025
Q2 		$1.97M Buy
+14,463
New +$1.7M 1.29% 19

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

Carter Financial Group's PLTR Position: Q2 2026 in Review

Carter Financial Group reduced its Palantir (PLTR) stake by 4.5% in Q2 2026, selling an estimated $84.7K and leaving 13,180 shares worth $1.54M. The position accounts for 0.8% of the portfolio, ranked #28.

Carter Financial Group first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.88M in Q3 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Carter Financial Group held 13,180 shares of Palantir worth $1.54M as of Q2 2026.
  • Carter Financial Group sold 621 Palantir shares in Q2 2026, an estimated $84.7K.
  • Palantir made up 0.8% of Carter Financial Group's portfolio in Q2 2026, its #28 holding.
  • Carter Financial Group first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Palantir position peaked at $2.88M in Q3 2025.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.