Clearstead Advisors’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
Sell
-64,309
Closed -$9.44M 3711
2026
Q1
$9.44M Buy
+64,309
New +$9.83M 0.09% 171
2025
Q4
Hold
0
1382
2025
Q3
Sell
-56,492
Closed -$9.16M 136
2025
Q2
$7.76M Buy
+56,492
New +$6.63M 0.11% 152
2025
Q1
Hold
0
192
2024
Q4
Sell
-552,918
Closed -$32.2M 74
2024
Q3
$20.6M Buy
+552,918
New +$17M 0.32% 68

Other funds holding PLTR

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.