Cascade Financial Partners’s Palantir PLTR Stock Holding History

Cascade Financial Partners’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	$758K	Sell	6,498 -521	-7%	-$71.1K	0.07%	145
2026 Q1	$1.03M	Buy	7,019 +360	+5%	+$55K	0.11%	118
2025 Q4	$1.18M	Buy	6,659 +620	+10%	+$112K	0.12%	106
2025 Q3	$1.1M	Buy	6,039 +600	+11%	+$97.2K	0.13%	107
2025 Q2	$741K	Sell	5,439 -2,640	-33%	-$310K	0.09%	135
2025 Q1	$682K	Buy	8,079 +2,875	+55%	+$252K	0.09%	131
2024 Q4	$394K	Buy	5,204 +164	+3%	+$9.55K	0.05%	163
2024 Q3	$216K	Buy	+5,040	New	+$155K	0.03%	229

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cascade Financial Partners's PLTR Position: Q2 2026 in Review

Cascade Financial Partners reduced its Palantir (PLTR) stake by 7.4% in Q2 2026, selling an estimated $71.1K and leaving 6,498 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #145.

Cascade Financial Partners first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Cascade Financial Partners held 6,498 shares of Palantir worth $758K as of Q2 2026.
Cascade Financial Partners sold 521 Palantir shares in Q2 2026, an estimated $71.1K.
Palantir made up 0.07% of Cascade Financial Partners's portfolio in Q2 2026, its #145 holding.
Cascade Financial Partners first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
Cascade Financial Partners's Palantir position peaked at $1.18M in Q4 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.