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Confluence Wealth Services’s Palantir PLTR Stock Holding History

Confluence Wealth Services’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 		$457K Buy
+3,914
New +$534K 0.01% 345
2026
Q1 		– Sell
-1,126
Closed -$200K – 375
2025
Q4 		$200K Sell
1,126
-77
-6% -$13.9K 0.01% 367
2025
Q3 		$219K Buy
+1,203
New +$195K 0.01% 352
2022
Q1 		– Sell
-360
Closed -$6K – 907
2021
Q4 		$6K Buy
+360
New +$7.95K ﹤0.01% 1026

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

Confluence Wealth Services's PLTR Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Palantir (PLTR) in Q2 2026: 3,914 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in PLTR as recently as Q4 2025.

Confluence Wealth Services first reported a position in PLTR in Q4 2021 and has held it in 4 quarters since. 2,827 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Confluence Wealth Services held 3,914 shares of Palantir worth $457K as of Q2 2026.
  • Palantir was a new Confluence Wealth Services position in Q2 2026.
  • Palantir made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #345 holding.
  • Confluence Wealth Services first reported a position in Palantir in Q4 2021 and has held it in 4 quarters since.
  • 2,827 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.