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CreativeOne Wealth’s Palantir PLTR Stock Holding History

CreativeOne Wealth’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 		$5.45M Sell
46,728
-11,611
-20% -$1.58M 0.12% 157
2026
Q1 		$8.53M Sell
58,339
-12,067
-17% -$1.85M 0.2% 95
2025
Q4 		$12.5M Sell
70,406
-30,572
-30% -$5.53M 0.3% 62
2025
Q3 		$18.4M Buy
100,978
+1,707
+2% +$277K 0.45% 42
2025
Q2 		$13.5M Buy
99,271
+14,887
+18% +$1.75M 0.35% 56
2025
Q1 		$7.12M Buy
84,384
+37,482
+80% +$3.29M 0.21% 97
2024
Q4 		$3.55M Buy
46,902
+18,241
+64% +$1.06M 0.11% 179
2024
Q3 		$1.07M Buy
28,661
+13,644
+91% +$419K 0.04% 416
2024
Q2 		$380K Sell
15,017
-1,115
-7% -$25.1K 0.02% 551
2024
Q1 		$371K Buy
+16,132
New +$344K 0.01% 659
2023
Q3 		– Sell
-16,575
Closed -$254K – 759
2023
Q2 		$254K Buy
16,575
+5,238
+46% +$59.5K 0.01% 696
2023
Q1 		$96K Buy
11,337
+109
+1% +$853 ﹤0.01% 778
2022
Q4 		$72K Sell
11,228
-11,630
-51% -$88.2K ﹤0.01% 722
2022
Q3 		$186K Sell
22,858
-3,029
-12% -$26.9K 0.01% 670
2022
Q2 		$235K Sell
25,887
-2,109
-8% -$20.8K 0.01% 630
2022
Q1 		$384K Buy
+27,996
New +$373K 0.02% 509
2021
Q1 		– Sell
-10,829
Closed -$255K – 595
2020
Q4 		$255K Buy
+10,829
New +$194K 0.02% 416

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

CreativeOne Wealth's PLTR Position: Q2 2026 in Review

CreativeOne Wealth reduced its Palantir (PLTR) stake by 20% in Q2 2026, selling an estimated $1.58M and leaving 46,728 shares worth $5.45M. The position accounts for 0.12% of the portfolio, ranked #157.

CreativeOne Wealth first reported a position in PLTR in Q4 2020 and has held it in 17 quarters since. The position peaked at $18.4M in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • CreativeOne Wealth held 46,728 shares of Palantir worth $5.45M as of Q2 2026.
  • CreativeOne Wealth sold 11,611 Palantir shares in Q2 2026, an estimated $1.58M.
  • Palantir made up 0.12% of CreativeOne Wealth's portfolio in Q2 2026, its #157 holding.
  • CreativeOne Wealth first reported a position in Palantir in Q4 2020 and has held it in 17 quarters since.
  • CreativeOne Wealth's Palantir position peaked at $18.4M in Q3 2025.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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