Concord Wealth Partners’s Palantir PLTR Stock Holding History

Concord Wealth Partners’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	$689K	Buy	+5,904	New	+$805K	0.08%	141
2026 Q1	–	Sell	-989	Closed	-$176K	–	632
2025 Q4	$176K	Buy	989 +250	+34%	+$45.3K	0.02%	204
2025 Q3	$135K	Sell	739 -221	-23%	-$35.8K	0.02%	229
2025 Q2	$131K	Buy	960 +287	+43%	+$33.7K	0.02%	244
2025 Q1	$56.8K	Buy	673 +146	+28%	+$12.8K	0.01%	303
2024 Q4	$39.9K	Buy	527 +300	+132%	+$17.5K	0.01%	364
2024 Q3	$8.45K	Hold	227	–	–	﹤0.01%	571
2024 Q2	$5.75K	Hold	227	–	–	﹤0.01%	560
2024 Q1	$5.23K	Buy	+227	New	+$4.84K	﹤0.01%	651
2023 Q1	–	Sell	-21	Closed	-$135	–	1163
2022 Q4	$135	Buy	+21	New	+$159	﹤0.01%	1216
2022 Q3	–	Sell	-100	Closed	-$1K	–	862
2022 Q2	$1K	Sell	100 -3,441	-97%	-$34K	﹤0.01%	1172
2022 Q1	$49K	Sell	3,541 -2,128	-38%	-$28.4K	0.01%	447
2021 Q4	$103K	Buy	5,669 +4,094	+260%	+$90.4K	0.03%	306
2021 Q3	$38K	Buy	1,575 +270	+21%	+$6.58K	0.02%	265
2021 Q2	$34K	Buy	+1,305	New	+$30.2K	0.01%	409

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

Concord Wealth Partners's PLTR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Palantir (PLTR) in Q2 2026: 5,904 shares worth $689K. The stake represents 0.08% of the portfolio and ranks #141 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PLTR as recently as Q4 2025.

Concord Wealth Partners first reported a position in PLTR in Q2 2021 and has held it in 15 quarters since. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Concord Wealth Partners held 5,904 shares of Palantir worth $689K as of Q2 2026.
Palantir was a new Concord Wealth Partners position in Q2 2026.
Palantir made up 0.08% of Concord Wealth Partners's portfolio in Q2 2026, its #141 holding.
Concord Wealth Partners first reported a position in Palantir in Q2 2021 and has held it in 15 quarters since.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.