CBIZ Investment Advisory Services’s Palantir PLTR Stock Holding History

CBIZ Investment Advisory Services’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	$20.9K	Hold	143	–	–	﹤0.01%	123
2026 Q1	$20.9K	Sell	143 -515	-78%	-$78.7K	﹤0.01%	123
2025 Q4	$117K	Sell	658 -3	-0.5%	-$543	﹤0.01%	79
2025 Q3	$121K	Buy	661 +131	+25%	+$21.2K	﹤0.01%	71
2025 Q2	$72.3K	Buy	530 +117	+28%	+$13.7K	﹤0.01%	98
2025 Q1	$34.9K	Buy	413 +224	+119%	+$19.7K	﹤0.01%	147
2024 Q4	$14.3K	Buy	189 +30	+19%	+$1.75K	﹤0.01%	252
2024 Q3	$5.91K	Hold	159	–	–	﹤0.01%	289
2024 Q2	$4.03K	Buy	+159	New	+$3.58K	﹤0.01%	305

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's PLTR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Palantir (PLTR) position steady in Q2 2026 at 143 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

CBIZ Investment Advisory Services first reported a position in PLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $121K in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

CBIZ Investment Advisory Services held 143 shares of Palantir worth $20.9K as of Q2 2026.
CBIZ Investment Advisory Services left its Palantir share count unchanged in Q2 2026.
Palantir made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #123 holding.
CBIZ Investment Advisory Services first reported a position in Palantir in Q2 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Palantir position peaked at $121K in Q3 2025.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.