ClientFirst Wealth Management’s Palantir PLTR Stock Holding History

ClientFirst 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	$534K	Hold	4,580	–	–	0.44%	22
2026 Q1	$670K	Hold	4,580	–	–	0.57%	15
2025 Q4	$814K	Hold	4,580	–	–	0.65%	15
2025 Q3	$835K	Hold	4,580	–	–	0.67%	16
2025 Q2	$624K	Hold	4,580	–	–	0.64%	17
2025 Q1	$387K	Sell	4,580 -1,320	-22%	-$116K	0.44%	24
2024 Q4	$446K	Buy	+5,900	New	+$344K	0.45%	20

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 $3.37T AUM 44.26% 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

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

ClientFirst Wealth Management held its Palantir (PLTR) position steady in Q2 2026 at 4,580 shares worth $534K. The position accounts for 0.44% of the portfolio, ranked #22.

ClientFirst Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $835K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

ClientFirst Wealth Management held 4,580 shares of Palantir worth $534K as of Q2 2026.
ClientFirst Wealth Management left its Palantir share count unchanged in Q2 2026.
Palantir made up 0.44% of ClientFirst Wealth Management's portfolio in Q2 2026, its #22 holding.
ClientFirst Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
ClientFirst Wealth Management's Palantir position peaked at $835K in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.