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Cypress Wealth Services’s Palantir PLTR Stock Holding History

Cypress Wealth Services’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 		$816K Buy
6,998
+309
+5% +$42.2K 0.1% 156
2026
Q1 		$978K Sell
6,689
-84
-1% -$12.8K 0.14% 125
2025
Q4 		$1.2M Buy
6,773
+2,476
+58% +$448K 0.17% 104
2025
Q3 		$784K Buy
4,297
+588
+16% +$95.3K 0.13% 127
2025
Q2 		$506K Buy
3,709
+679
+22% +$79.6K 0.09% 171
2025
Q1 		$256K Buy
+3,030
New +$266K 0.05% 237

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

Cypress Wealth Services's PLTR Position: Q2 2026 in Review

Cypress Wealth Services increased its Palantir (PLTR) stake by 4.6% in Q2 2026, buying an estimated $42.2K and bringing the position to 6,998 shares worth $816K. The position accounts for 0.1% of the portfolio, ranked #156.

Cypress Wealth Services first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Cypress Wealth Services held 6,998 shares of Palantir worth $816K as of Q2 2026.
  • Cypress Wealth Services bought 309 Palantir shares in Q2 2026, an estimated $42.2K.
  • Palantir made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #156 holding.
  • Cypress Wealth Services first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Cypress Wealth Services's Palantir position peaked at $1.2M in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.