CWM
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Consultiva Wealth Management’s Palantir PLTR Stock Holding History

Consultiva 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 		$268K Hold
2,300
– – 0.6% 26
2026
Q1 		$336K Hold
2,300
– – 0.98% 17
2025
Q4 		$409K Buy
2,300
+500
+28% +$90.5K 1.15% 13
2025
Q3 		$328K Sell
1,800
-200
-10% -$32.4K 0.92% 18
2025
Q2 		$273K Hold
2,000
– – 0.84% 20
2025
Q1 		$169K Buy
+2,000
New +$176K 0.58% 25

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

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

Consultiva Wealth Management held its Palantir (PLTR) position steady in Q2 2026 at 2,300 shares worth $268K. The position accounts for 0.6% of the portfolio, ranked #26.

Consultiva Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $409K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Consultiva Wealth Management held 2,300 shares of Palantir worth $268K as of Q2 2026.
  • Consultiva Wealth Management left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.6% of Consultiva Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Consultiva Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Palantir position peaked at $409K in Q4 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.