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Copia Wealth Management’s Palantir PLTR Stock Holding History

Copia 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 		$77.2K Buy
662
+46
+7% +$6.28K 0.05% 167
2026
Q1 		$90.1K Hold
616
– – 0.06% 149
2025
Q4 		$109K Sell
616
-39
-6% -$7.06K 0.08% 138
2025
Q3 		$119K Buy
655
+85
+15% +$13.8K 0.09% 129
2025
Q2 		$77.7K Sell
570
-11
-2% -$1.29K 0.07% 138
2025
Q1 		$49K Sell
581
-24
-4% -$2.11K 0.05% 161
2024
Q4 		$45.8K Buy
+605
New +$35.2K 0.04% 152

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

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

Copia Wealth Management increased its Palantir (PLTR) stake by 7.5% in Q2 2026, buying an estimated $6.28K and bringing the position to 662 shares worth $77.2K. The position accounts for 0.05% of the portfolio, ranked #167.

Copia Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Copia Wealth Management held 662 shares of Palantir worth $77.2K as of Q2 2026.
  • Copia Wealth Management bought 46 Palantir shares in Q2 2026, an estimated $6.28K.
  • Palantir made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Copia Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Palantir position peaked at $119K in Q3 2025.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.