Cyndeo Wealth Partners’s Palantir PLTR Stock Holding History

Cyndeo Wealth Partners’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	$9.54M	Sell	81,766 -1,708	-2%	-$233K	0.45%	75
2026 Q1	$12.2M	Sell	83,474 -872	-1%	-$133K	0.64%	43
2025 Q4	$15M	Sell	84,346 -11,586	-12%	-$2.1M	0.81%	34
2025 Q3	$17.5M	Sell	95,932 -3,754	-4%	-$608K	0.97%	28
2025 Q2	$13.6M	Buy	99,686 +817	+0.8%	+$95.8K	0.81%	31
2025 Q1	$8.34M	Sell	98,869 -70,352	-42%	-$6.18M	0.55%	50
2024 Q4	$12.8M	Sell	169,221 -1,183	-0.7%	-$68.9K	0.87%	29
2024 Q3	$6.34M	Buy	+170,404	New	+$5.23M	0.44%	72
2024 Q2	–	Sell	-14,176	Closed	-$326K	–	413
2024 Q1	$326K	Buy	+14,176	New	+$302K	0.03%	316

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

Cyndeo Wealth Partners's PLTR Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Palantir (PLTR) stake by 2% in Q2 2026, selling an estimated $233K and leaving 81,766 shares worth $9.54M. The position accounts for 0.45% of the portfolio, ranked #75.

Cyndeo Wealth Partners first reported a position in PLTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.5M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Cyndeo Wealth Partners held 81,766 shares of Palantir worth $9.54M as of Q2 2026.
Cyndeo Wealth Partners sold 1,708 Palantir shares in Q2 2026, an estimated $233K.
Palantir made up 0.45% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #75 holding.
Cyndeo Wealth Partners first reported a position in Palantir in Q1 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Palantir position peaked at $17.5M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.