Concentrum Wealth Management’s Palantir PLTR Stock Holding History

Concentrum 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	$304K	Buy	2,601 +437	+20%	+$59.6K	0.07%	93
2026 Q1	$317K	Hold	2,164	–	–	0.09%	82
2025 Q4	$385K	Buy	2,164 +194	+10%	+$35.1K	0.11%	62
2025 Q3	$359K	Buy	1,970 +233	+13%	+$37.8K	0.1%	59
2025 Q2	$237K	Buy	+1,737	New	+$204K	0.07%	70
2021 Q4	–	Sell	-11,023	Closed	-$265K	–	64
2021 Q3	$265K	Buy	+11,023	New	+$269K	0.17%	53

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

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

Concentrum Wealth Management increased its Palantir (PLTR) stake by 20% in Q2 2026, buying an estimated $59.6K and bringing the position to 2,601 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #93.

Concentrum Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 6 quarters since. The position peaked at $385K in Q4 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Concentrum Wealth Management held 2,601 shares of Palantir worth $304K as of Q2 2026.
Concentrum Wealth Management bought 437 Palantir shares in Q2 2026, an estimated $59.6K.
Palantir made up 0.07% of Concentrum Wealth Management's portfolio in Q2 2026, its #93 holding.
Concentrum Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 6 quarters since.
Concentrum Wealth Management's Palantir position peaked at $385K in Q4 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.