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Todd Wealth Management, LLC’s Palantir PLTR Stock Holding History

Todd Wealth Management, 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 		$342K Sell
2,929
-20
-0.7% -$2.73K 0.26% 73
2026
Q1 		$431K Buy
2,949
+2
+0.1% +$306 0.39% 60
2025
Q4 		$524K Buy
+2,947
New +$534K 0.47% 53

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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's PLTR Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Palantir (PLTR) stake by 0.68% in Q2 2026, selling an estimated $2.73K and leaving 2,929 shares worth $342K. The position accounts for 0.26% of the portfolio, ranked #73.

Todd Wealth Management, LLC first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $524K in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Todd Wealth Management, LLC held 2,929 shares of Palantir worth $342K as of Q2 2026.
  • Todd Wealth Management, LLC sold 20 Palantir shares in Q2 2026, an estimated $2.73K.
  • Palantir made up 0.26% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #73 holding.
  • Todd Wealth Management, LLC first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's Palantir position peaked at $524K in Q4 2025.
  • 2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.