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
2021 Q2	–	Sell	-7,500	Closed	-$5K	–	191
2021 Q1	$5K	Sell	7,500 -17,500	-70%	-$480K	﹤0.01%	212
2020 Q4	$115K	Buy	+25,000	New	+$447K	0.04%	187

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

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. 2,856 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.
2,856 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.