Concurrent Investment Advisors’s Palantir PLTR Stock Holding History

Concurrent Investment Advisors’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	$23.5M	Buy	201,740 +3,038	+2%	+$414K	0.2%	103
2026 Q1	$29.1M	Buy	198,702 +4,334	+2%	+$663K	0.32%	58
2025 Q4	$34.5M	Sell	194,368 -3,247	-2%	-$588K	0.39%	48
2025 Q3	$36M	Buy	197,615 +11,335	+6%	+$1.84M	0.62%	29
2025 Q2	$25.4M	Buy	186,280 +34,899	+23%	+$4.09M	0.49%	35
2025 Q1	$12.8M	Buy	151,381 +52,799	+54%	+$4.64M	0.31%	66
2024 Q4	$7.46M	Sell	98,582 -2,833	-3%	-$165K	0.2%	104
2024 Q3	$3.77M	Sell	101,415 -5,636	-5%	-$173K	0.11%	193
2024 Q2	$2.71M	Buy	107,051 +22,800	+27%	+$513K	0.09%	220
2024 Q1	$1.94M	Buy	84,251 +17,663	+27%	+$376K	0.08%	250
2023 Q4	$1.14M	Buy	+66,588	New	+$1.19M	0.05%	309

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

Concurrent Investment Advisors's PLTR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Palantir (PLTR) stake by 1.5% in Q2 2026, buying an estimated $414K and bringing the position to 201,740 shares worth $23.5M. The position accounts for 0.2% of the portfolio, ranked #103.

Concurrent Investment Advisors first reported a position in PLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $36M in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Concurrent Investment Advisors held 201,740 shares of Palantir worth $23.5M as of Q2 2026.
Concurrent Investment Advisors bought 3,038 Palantir shares in Q2 2026, an estimated $414K.
Palantir made up 0.2% of Concurrent Investment Advisors's portfolio in Q2 2026, its #103 holding.
Concurrent Investment Advisors first reported a position in Palantir in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Palantir position peaked at $36M in Q3 2025.
2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.