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Circle Wealth Management’s Palantir PLTR Stock Holding History

Circle 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 		$6.32M Buy
54,200
+1,612
+3% +$220K 0.08% 53
2026
Q1 		$7.69M Sell
52,588
-2,300
-4% -$352K 0.11% 43
2025
Q4 		$9.76M Sell
54,888
-278
-0.5% -$50.3K 0.15% 35
2025
Q3 		$10.1M Buy
55,166
+7,486
+16% +$1.21M 0.2% 34
2025
Q2 		$6.5M Sell
47,680
-1,252
-3% -$147K 0.14% 43
2025
Q1 		$4.13M Sell
48,932
-31,829
-39% -$2.8M 0.09% 45
2024
Q4 		$6.11M Sell
80,761
-16,265
-17% -$947K 0.13% 42
2024
Q3 		$3.61M Sell
97,026
-19,855
-17% -$609K 0.08% 55
2024
Q2 		$2.96M Buy
116,881
+80
+0.1% +$1.8K 0.07% 55
2024
Q1 		$2.69M Buy
116,801
+2,173
+2% +$46.3K 0.07% 62
2023
Q4 		$1.97M Buy
114,628
+12,145
+12% +$216K 0.05% 66
2023
Q3 		$1.64M Sell
102,483
-12,900
-11% -$205K 0.04% 71
2023
Q2 		$1.77M Hold
115,383
– – 0.23% 39
2023
Q1 		$975K Sell
115,383
-70,772
-38% -$554K 0.14% 53
2022
Q4 		$1.2M Buy
186,155
+3,400
+2% +$25.8K 0.18% 48
2022
Q3 		$1.49M Buy
182,755
+5,400
+3% +$48K 0.25% 42
2022
Q2 		$1.61M Buy
177,355
+79,355
+81% +$784K 0.26% 41
2022
Q1 		$1.35M Buy
98,000
+19,380
+25% +$258K 0.18% 52
2021
Q4 		$1.43M Buy
78,620
+17,500
+29% +$386K 0.19% 53
2021
Q3 		$1.47M Hold
61,120
– – 0.21% 51
2021
Q2 		$1.61M Buy
61,120
+14,400
+31% +$333K 0.23% 48
2021
Q1 		$1.09M Buy
+46,720
New +$1.28M 0.17% 60

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

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

Circle Wealth Management increased its Palantir (PLTR) stake by 3.1% in Q2 2026, buying an estimated $220K and bringing the position to 54,200 shares worth $6.32M. The position accounts for 0.08% of the portfolio, ranked #53.

Circle Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.1M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Circle Wealth Management held 54,200 shares of Palantir worth $6.32M as of Q2 2026.
  • Circle Wealth Management bought 1,612 Palantir shares in Q2 2026, an estimated $220K.
  • Palantir made up 0.08% of Circle Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Circle Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 22 quarters since.
  • Circle Wealth Management's Palantir position peaked at $10.1M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.