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Consilio Wealth Advisors’s Palantir PLTR Stock Holding History

Consilio Wealth 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 		$328K Sell
2,814
-141
-5% -$19.2K 0.08% 74
2026
Q1 		$432K Buy
2,955
+610
+26% +$93.3K 0.13% 52
2025
Q4 		$417K Buy
2,345
+79
+3% +$14.3K 0.12% 55
2025
Q3 		$413K Buy
2,266
+110
+5% +$17.8K 0.14% 50
2025
Q2 		$282K Buy
+2,156
New +$253K 0.1% 56

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

Consilio Wealth Advisors's PLTR Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Palantir (PLTR) stake by 4.8% in Q2 2026, selling an estimated $19.2K and leaving 2,814 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #74.

Consilio Wealth Advisors first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $432K in Q1 2026. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Consilio Wealth Advisors held 2,814 shares of Palantir worth $328K as of Q2 2026.
  • Consilio Wealth Advisors sold 141 Palantir shares in Q2 2026, an estimated $19.2K.
  • Palantir made up 0.08% of Consilio Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Consilio Wealth Advisors first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Consilio Wealth Advisors's Palantir position peaked at $432K in Q1 2026.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.