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Dynasty Wealth Management’s Palantir PLTR Stock Holding History

Dynasty 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 		$1.13M Sell
9,689
-6,862
-41% -$936K 0.01% 181
2026
Q1 		$2.42M Buy
16,551
+892
+6% +$136K 0.02% 115
2025
Q4 		$2.78M Buy
15,659
+1,136
+8% +$206K 0.03% 112
2025
Q3 		$2.65M Buy
+14,523
New +$2.35M 0.04% 94

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

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

Dynasty Wealth Management reduced its Palantir (PLTR) stake by 41% in Q2 2026, selling an estimated $936K and leaving 9,689 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #181.

Dynasty Wealth Management first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.78M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Dynasty Wealth Management held 9,689 shares of Palantir worth $1.13M as of Q2 2026.
  • Dynasty Wealth Management sold 6,862 Palantir shares in Q2 2026, an estimated $936K.
  • Palantir made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Dynasty Wealth Management first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Palantir position peaked at $2.78M in Q4 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.