Creative Planning’s Palantir PLTR Stock Holding History

Creative Planning’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	$17.7K	Buy	+700	New	+$95.5K	﹤0.01%	4201
2025 Q3	–	Sell	-91,600	Closed	-$6.45M	–	3994
2025 Q2	$6.45M	Buy	91,600 +60,000	+190%	+$7.04M	0.01%	675
2025 Q1	$2.51M	Buy	+31,600	New	+$2.78M	﹤0.01%	1038
2024 Q3	–	Sell	-500	Closed	-$3.05K	–	3284
2024 Q2	$3.05K	Buy	+500	New	+$11.3K	﹤0.01%	3040
2023 Q4	–	Sell	-500	Closed	-$1.39K	–	3012
2023 Q3	$1.39K	Hold	500	–	–	﹤0.01%	2824
2023 Q2	$1.63K	Hold	500	–	–	﹤0.01%	2602
2023 Q1	$210	Sell	500 -600	-55%	-$4.7K	﹤0.01%	2612
2022 Q4	$245	Buy	+1,100	New	+$8.34K	﹤0.01%	2462
2022 Q3	–	Sell	-1,000	Closed	-$3K	–	2418
2022 Q2	$3K	Buy	+1,000	New	+$9.88K	﹤0.01%	2243
2021 Q4	–	Sell	-8,100	Closed	-$13K	–	2189
2021 Q3	$13K	Sell	8,100 -1,900	-19%	-$46.3K	﹤0.01%	2062
2021 Q2	$27K	Sell	10,000 -63,000	-86%	-$1.46M	﹤0.01%	1977
2021 Q1	$420K	Buy	73,000 +69,700	+2,112%	+$1.91M	﹤0.01%	1557
2020 Q4	$30K	Buy	+3,300	New	+$59K	﹤0.01%	2151

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's PLTR Position: Q2 2026 in Review

Creative Planning reduced its Palantir (PLTR) stake by 2.3% in Q2 2026, selling an estimated $2.28M and leaving 697,629 shares worth $81.4M. The position accounts for 0.05% of the portfolio, ranked #174.

Creative Planning first reported a position in PLTR in Q3 2020 and has held it in 24 quarters since. The position peaked at $113M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Creative Planning held 697,629 shares of Palantir worth $81.4M as of Q2 2026.
Creative Planning sold 16,745 Palantir shares in Q2 2026, an estimated $2.28M.
Palantir made up 0.05% of Creative Planning's portfolio in Q2 2026, its #174 holding.
Creative Planning first reported a position in Palantir in Q3 2020 and has held it in 24 quarters since.
Creative Planning's Palantir position peaked at $113M in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.