CFFP
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Center for Financial Planning’s Palantir PLTR Stock Holding History

Center for Financial Planning’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 		$42.6K Sell
365
-575
-61% -$78.4K ﹤0.01% 344
2026
Q1 		$138K Buy
940
+875
+1,346% +$134K 0.01% 201
2025
Q4 		$11.6K Sell
65
-550
-89% -$99.6K ﹤0.01% 475
2025
Q3 		$112K Buy
615
+145
+31% +$23.5K 0.01% 217
2025
Q2 		$64.1K Buy
+470
New +$55.1K 0.01% 265

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Center for Financial Planning's PLTR Position: Q2 2026 in Review

Center for Financial Planning reduced its Palantir (PLTR) stake by 61% in Q2 2026, selling an estimated $78.4K and leaving 365 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Center for Financial Planning first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $138K in Q1 2026. 866 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Center for Financial Planning held 365 shares of Palantir worth $42.6K as of Q2 2026.
  • Center for Financial Planning sold 575 Palantir shares in Q2 2026, an estimated $78.4K.
  • Palantir made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #344 holding.
  • Center for Financial Planning first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Center for Financial Planning's Palantir position peaked at $138K in Q1 2026.
  • 866 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.