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Clearstead Advisors’s Palantir PLTR Stock Holding History

Clearstead Advisors’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 		$7.12M Buy
+61,027
New +$8.32M 0.07% 206
2026
Q1 		– Sell
-57,122
Closed -$8.73M – 2704
2025
Q4 		$10.2M Buy
+57,122
New +$10.3M 0.13% 139
2024
Q3 		– Sell
-553,863
Closed -$17M – 2097
2024
Q2 		$14M Buy
553,863
+536,515
+3,093% +$12.1M 0.24% 88
2024
Q1 		$363K Buy
17,348
+8,394
+94% +$179K 0.02% 363
2023
Q4 		$154K Buy
8,954
+1,000
+13% +$17.8K 0.01% 497
2023
Q3 		$127K Hold
7,954
– – 0.01% 504
2023
Q2 		$122K Sell
7,954
-4,030
-34% -$45.8K 0.01% 528
2023
Q1 		$101K Sell
11,984
-498
-4% -$3.9K 0.01% 505
2022
Q4 		$80.1K Sell
12,482
-100
-0.8% -$758 0.01% 540
2022
Q3 		$102K Sell
12,582
-132
-1% -$1.17K 0.01% 473
2022
Q2 		$115K Buy
12,714
+730
+6% +$7.22K 0.01% 475
2022
Q1 		$165K Sell
11,984
-925
-7% -$12.3K 0.01% 443
2021
Q4 		$235K Buy
12,909
+124
+1% +$2.74K 0.02% 365
2021
Q3 		$307K Buy
12,785
+68
+0.5% +$1.66K 0.02% 309
2021
Q2 		$335K Hold
12,717
– – 0.03% 273
2021
Q1 		$296K Buy
12,717
+12,234
+2,533% +$336K 0.02% 283
2020
Q4 		$11K Buy
483
+433
+866% +$7.75K ﹤0.01% 709
2020
Q3 		$0 Buy
+50
New +$475 ﹤0.01% 921

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

Clearstead Advisors's PLTR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Palantir (PLTR) in Q2 2026: 61,027 shares worth $7.12M. The stake represents 0.07% of the portfolio and ranks #206 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PLTR as recently as Q4 2025.

Clearstead Advisors first reported a position in PLTR in Q3 2020 and has held it in 18 quarters since. The position peaked at $14M in Q2 2024. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Clearstead Advisors held 61,027 shares of Palantir worth $7.12M as of Q2 2026.
  • Palantir was a new Clearstead Advisors position in Q2 2026.
  • Palantir made up 0.07% of Clearstead Advisors's portfolio in Q2 2026, its #206 holding.
  • Clearstead Advisors first reported a position in Palantir in Q3 2020 and has held it in 18 quarters since.
  • Clearstead Advisors's Palantir position peaked at $14M in Q2 2024.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.