Center for Wealth Management Advisory’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$307K Buy
2,634
+522
+25% +$71.2K 0.19% 55
2026
Q1
$309K Buy
2,112
+928
+78% +$142K 0.22% 52
2025
Q4
$210K Buy
+1,184
New +$214K 0.16% 60

Other funds holding PLTR

Center for Wealth Management Advisory's PLTR Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its Palantir (PLTR) stake by 25% in Q2 2026, buying an estimated $71.2K and bringing the position to 2,634 shares worth $307K. The position accounts for 0.19% of the portfolio, ranked #55.

Center for Wealth Management Advisory first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Center for Wealth Management Advisory held 2,634 shares of Palantir worth $307K as of Q2 2026.
  • Center for Wealth Management Advisory bought 522 Palantir shares in Q2 2026, an estimated $71.2K.
  • Palantir made up 0.19% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #55 holding.
  • Center for Wealth Management Advisory first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Center for Wealth Management Advisory's Palantir position peaked at $309K in Q1 2026.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.