Connecticut Wealth Management’s Palantir PLTR Stock Holding History

Connecticut 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	$357K	Sell	3,059 -56	-2%	-$7.64K	0.01%	274
2026 Q1	$456K	Buy	3,115 +256	+9%	+$39.1K	0.02%	237
2025 Q4	$508K	Sell	2,859 -27	-0.9%	-$4.89K	0.02%	228
2025 Q3	$526K	Buy	2,886 +56	+2%	+$9.08K	0.02%	229
2025 Q2	$386K	Buy	+2,830	New	+$332K	0.02%	235

Other funds holding PLTR

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Palantir (PLTR) stake by 1.8% in Q2 2026, selling an estimated $7.64K and leaving 3,059 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #274.

Connecticut Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $526K in Q3 2025. 1,576 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Connecticut Wealth Management held 3,059 shares of Palantir worth $357K as of Q2 2026.
Connecticut Wealth Management sold 56 Palantir shares in Q2 2026, an estimated $7.64K.
Palantir made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #274 holding.
Connecticut Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
Connecticut Wealth Management's Palantir position peaked at $526K in Q3 2025.
1,576 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.