Castle Wealth Management’s Palantir PLTR Stock Holding History

Castle 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	–	Sell	-1,493	Closed	-$218K	–	148
2026 Q1	$218K	Buy	1,493 +72	+5%	+$11K	0.07%	126
2025 Q4	$253K	Sell	1,421 -84	-6%	-$15.2K	0.08%	114
2025 Q3	$275K	Hold	1,505	–	–	0.09%	105
2025 Q2	$205K	Buy	+1,505	New	+$177K	0.07%	118
2022 Q4	–	Sell	-651	Closed	-$5K	–	472
2022 Q3	$5K	Hold	651	–	–	﹤0.01%	500
2022 Q2	$6K	Buy	+651	New	+$6.43K	﹤0.01%	469

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

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

Castle Wealth Management sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,493 shares — an estimated $218K sold.

Castle Wealth Management first reported a position in PLTR in Q2 2022 and held it in 6 quarters. The position peaked at $275K in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Castle Wealth Management reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Castle Wealth Management sold 1,493 Palantir shares in Q2 2026, an estimated $218K.
Castle Wealth Management first reported a position in Palantir in Q2 2022 and held it in 6 quarters.
Castle Wealth Management's Palantir position peaked at $275K in Q3 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.