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Cypress Financial Planning’s Palantir PLTR Stock Holding History

Cypress Financial 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 		– Sell
-1,410
Closed -$206K – 116
2026
Q1 		$206K Buy
1,410
+149
+12% +$22.8K 0.06% 101
2025
Q4 		$228K Hold
1,261
– – 0.06% 99
2025
Q3 		$230K Buy
+1,261
New +$204K 0.07% 83

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Cypress Financial Planning's PLTR Position: Q2 2026 in Review

Cypress Financial Planning sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,410 shares — an estimated $206K sold.

Cypress Financial Planning first reported a position in PLTR in Q3 2025 and held it in 3 quarters. The position peaked at $230K in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Cypress Financial Planning reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 1,410 Palantir shares in Q2 2026, an estimated $206K.
  • Cypress Financial Planning first reported a position in Palantir in Q3 2025 and held it in 3 quarters.
  • Cypress Financial Planning's Palantir position peaked at $230K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.