CCG Wealth Management’s Palantir PLTR Stock Holding History

CCG 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	$411K	Sell	3,520 -191	-5%	-$26.1K	0.1%	103
2026 Q1	$543K	Buy	3,711 +175	+5%	+$26.8K	0.15%	81
2025 Q4	$629K	Buy	3,536 +31	+0.9%	+$5.61K	0.27%	53
2025 Q3	$639K	Buy	3,505 +105	+3%	+$17K	0.3%	43
2025 Q2	$463K	Sell	3,400 -227	-6%	-$26.6K	0.24%	49
2025 Q1	$306K	Sell	3,627 -1,874	-34%	-$165K	0.18%	57
2024 Q4	$416K	Sell	5,501 -2,309	-30%	-$134K	0.23%	49
2024 Q3	$291K	Buy	+7,810	New	+$240K	0.16%	58

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

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

CCG Wealth Management reduced its Palantir (PLTR) stake by 5.1% in Q2 2026, selling an estimated $26.1K and leaving 3,520 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #103.

CCG Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $639K in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

CCG Wealth Management held 3,520 shares of Palantir worth $411K as of Q2 2026.
CCG Wealth Management sold 191 Palantir shares in Q2 2026, an estimated $26.1K.
Palantir made up 0.1% of CCG Wealth Management's portfolio in Q2 2026, its #103 holding.
CCG Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
CCG Wealth Management's Palantir position peaked at $639K in Q3 2025.
2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.