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Comprehensive Financial Planning’s Palantir PLTR Stock Holding History

Comprehensive Financial Planning’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 		$1.77M Sell
15,174
-165
-1% -$22.5K 0.94% 33
2026
Q1 		$2.24M Buy
15,339
+1,799
+13% +$275K 1.55% 19
2025
Q4 		$2.41M Buy
13,540
+1,777
+15% +$322K 1.59% 17
2025
Q3 		$2.15M Buy
11,763
+3,255
+38% +$528K 1.47% 18
2025
Q2 		$1.16M Buy
8,508
+7,881
+1,257% +$924K 0.91% 28
2025
Q1 		$52.9K Buy
+627
New +$55.1K 0.05% 136

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

Comprehensive Financial Planning's PLTR Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Palantir (PLTR) stake by 1.1% in Q2 2026, selling an estimated $22.5K and leaving 15,174 shares worth $1.77M. The position accounts for 0.94% of the portfolio, ranked #33.

Comprehensive Financial Planning first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.41M in Q4 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Comprehensive Financial Planning held 15,174 shares of Palantir worth $1.77M as of Q2 2026.
  • Comprehensive Financial Planning sold 165 Palantir shares in Q2 2026, an estimated $22.5K.
  • Palantir made up 0.94% of Comprehensive Financial Planning's portfolio in Q2 2026, its #33 holding.
  • Comprehensive Financial Planning first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's Palantir position peaked at $2.41M in Q4 2025.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.