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Centric Wealth Management’s Palantir PLTR Stock Holding History

Centric 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 		$4.08M Hold
27,945
– – 0.63% 42
2026
Q1 		$4.08M Sell
27,945
-2,509
-8% -$384K 0.81% 36
2025
Q4 		$4.5M Buy
30,454
+221
+0.7% +$40K 0.95% 30
2025
Q3 		$6.06M Sell
30,233
-323
-1% -$52.3K 1.35% 17
2025
Q2 		$5.71M Buy
30,556
+1,117
+4% +$131K 1.36% 16
2025
Q1 		$2.48M Buy
29,439
+6,305
+27% +$554K 0.65% 54
2024
Q4 		$1.75M Buy
23,134
+19,393
+518% +$1.13M 0.47% 66
2024
Q3 		$208K Buy
+3,741
New +$115K 0.06% 166
2021
Q2 		– Sell
-225,400
Closed -$5.25M – 192
2021
Q1 		$5.25M Buy
225,400
+200,300
+798% +$5.49M 1.5% 7
2020
Q4 		$591K Buy
+25,100
New +$449K 0.18% 115

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Centric Wealth Management held its Palantir (PLTR) position steady in Q2 2026 at 27,945 shares worth $4.08M. The position accounts for 0.63% of the portfolio, ranked #42.

Centric Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.06M in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Centric Wealth Management held 27,945 shares of Palantir worth $4.08M as of Q2 2026.
  • Centric Wealth Management left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.63% of Centric Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Centric Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 10 quarters since.
  • Centric Wealth Management's Palantir position peaked at $6.06M in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.