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Crestwood Advisors Group’s Palantir PLTR Stock Holding History

Crestwood Advisors Group’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 		$2.7M Sell
23,118
-341
-1% -$46.5K 0.04% 207
2026
Q1 		$3.43M Sell
23,459
-314
-1% -$48K 0.06% 175
2025
Q4 		$4.23M Buy
23,773
+3,307
+16% +$599K 0.07% 150
2025
Q3 		$3.73M Buy
20,466
+2,186
+12% +$354K 0.06% 157
2025
Q2 		$2.49M Buy
18,280
+1,618
+10% +$190K 0.04% 184
2025
Q1 		$1.41M Buy
16,662
+5,020
+43% +$441K 0.03% 237
2024
Q4 		$880K Buy
11,642
+6,178
+113% +$360K 0.02% 252
2024
Q3 		$203K Buy
+5,464
New +$168K ﹤0.01% 429

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

Crestwood Advisors Group's PLTR Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Palantir (PLTR) stake by 1.5% in Q2 2026, selling an estimated $46.5K and leaving 23,118 shares worth $2.7M. The position accounts for 0.04% of the portfolio, ranked #207.

Crestwood Advisors Group first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.23M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Crestwood Advisors Group held 23,118 shares of Palantir worth $2.7M as of Q2 2026.
  • Crestwood Advisors Group sold 341 Palantir shares in Q2 2026, an estimated $46.5K.
  • Palantir made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #207 holding.
  • Crestwood Advisors Group first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
  • Crestwood Advisors Group's Palantir position peaked at $4.23M in Q4 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.