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Castle Rock Wealth Management’s Palantir PLTR Stock Holding History

Castle Rock Wealth Management’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 		$1.52M Sell
12,123
-18,695
-61% -$2.55M 0.3% 94
2026
Q1 		$4.58M Sell
30,818
-175
-0.6% -$26.8K 0.99% 19
2025
Q4 		$4.87M Buy
30,993
+182
+0.6% +$32.9K 1.05% 19
2025
Q3 		$5.75M Sell
30,811
-593
-2% -$96.1K 1.27% 15
2025
Q2 		$4.78M Buy
31,404
+1,166
+4% +$137K 1.12% 17
2025
Q1 		$2.54M Sell
30,238
-11,613
-28% -$1.02M 0.69% 35
2024
Q4 		$4.99M Sell
41,851
-38,346
-48% -$2.23M 1.19% 18
2024
Q3 		$3.16M Sell
80,197
-521
-0.6% -$16K 0.75% 28
2024
Q2 		$2.09M Buy
80,718
+5,726
+8% +$129K 0.52% 45
2024
Q1 		$1.66M Buy
+74,992
New +$1.6M 0.45% 59
2022
Q4 		– Sell
-13,469
Closed -$108K – 228
2022
Q3 		$108K Buy
13,469
+790
+6% +$7.03K 0.05% 194
2022
Q2 		$129K Sell
12,679
-7,951
-39% -$78.6K 0.07% 205
2022
Q1 		$266K Sell
20,630
-1,055
-5% -$14.1K 0.12% 189
2021
Q4 		$293K Sell
21,685
-176
-0.8% -$3.89K 0.12% 195
2021
Q3 		$585K Sell
21,861
-48
-0.2% -$1.17K 0.2% 138
2021
Q2 		$502K Sell
21,909
-3,848
-15% -$89K 0.18% 146
2021
Q1 		$589K Buy
25,757
+8,185
+47% +$224K 0.24% 141
2020
Q4 		$572K Buy
+17,572
New +$314K 0.24% 137

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

Castle Rock Wealth Management's PLTR Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its Palantir (PLTR) stake by 61% in Q2 2026, selling an estimated $2.55M and leaving 12,123 shares worth $1.52M. The position accounts for 0.3% of the portfolio, ranked #94.

Castle Rock Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.75M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Castle Rock Wealth Management held 12,123 shares of Palantir worth $1.52M as of Q2 2026.
  • Castle Rock Wealth Management sold 18,695 Palantir shares in Q2 2026, an estimated $2.55M.
  • Palantir made up 0.3% of Castle Rock Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Castle Rock Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 18 quarters since.
  • Castle Rock Wealth Management's Palantir position peaked at $5.75M in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.