CVFG LLC’s Palantir PLTR Stock Holding History

CVFG LLC’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	$4.13M	Sell	35,399 -1,000	-3%	-$136K	0.43%	69
2026 Q1	$5.32M	Buy	36,399 +34,354	+1,680%	+$5.25M	0.66%	50
2025 Q4	$364K	Sell	2,045 -750	-27%	-$136K	0.25%	71
2025 Q3	$510K	Hold	2,795	–	–	0.37%	57
2025 Q2	$381K	Sell	2,795 -310	-10%	-$36.4K	0.3%	66
2025 Q1	$262K	Sell	3,105 -1,962	-39%	-$172K	0.24%	76
2024 Q4	$383K	Buy	+5,067	New	+$295K	0.35%	62

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

CVFG LLC's PLTR Position: Q2 2026 in Review

CVFG LLC reduced its Palantir (PLTR) stake by 2.7% in Q2 2026, selling an estimated $136K and leaving 35,399 shares worth $4.13M. The position accounts for 0.43% of the portfolio, ranked #69.

CVFG LLC first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q1 2026. 2,828 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

CVFG LLC held 35,399 shares of Palantir worth $4.13M as of Q2 2026.
CVFG LLC sold 1,000 Palantir shares in Q2 2026, an estimated $136K.
Palantir made up 0.43% of CVFG LLC's portfolio in Q2 2026, its #69 holding.
CVFG LLC first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
CVFG LLC's Palantir position peaked at $5.32M in Q1 2026.
2,828 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.