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Dogwood Wealth Management’s Palantir PLTR Stock Holding History

Dogwood Wealth Management’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 		$50.5K Sell
433
-225
-34% -$30.7K 0.02% 158
2026
Q1 		$96.3K Buy
658
+33
+5% +$5.05K 0.04% 114
2025
Q4 		$111K Buy
625
+179
+40% +$32.4K 0.05% 103
2025
Q3 		$81.4K Buy
446
+26
+6% +$4.21K 0.04% 110
2025
Q2 		$58.7K Buy
420
+232
+123% +$27.2K 0.03% 118
2025
Q1 		$15.9K Buy
+188
New +$16.5K 0.01% 170
2024
Q3 		– Hold
0
– – – 268
2024
Q2 		– Hold
0
– – – 342
2024
Q1 		– Hold
0
– – – 364
2023
Q4 		– Hold
0
– – – 372

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

Dogwood Wealth Management's PLTR Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Palantir (PLTR) stake by 34% in Q2 2026, selling an estimated $30.7K and leaving 433 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #158.

Dogwood Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $111K in Q4 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Dogwood Wealth Management held 433 shares of Palantir worth $50.5K as of Q2 2026.
  • Dogwood Wealth Management sold 225 Palantir shares in Q2 2026, an estimated $30.7K.
  • Palantir made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Dogwood Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Palantir position peaked at $111K in Q4 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.