Edge Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$555K Hold
4,759
0.09% 47
2026
Q1
$696K Buy
4,759
+9
+0.2% +$1.38K 0.12% 41
2025
Q4
$844K Sell
4,750
-75
-2% -$13.6K 0.15% 36
2025
Q3
$880K Sell
4,825
-10
-0.2% -$1.62K 0.16% 39
2025
Q2
$659K Sell
4,835
-1,419
-23% -$166K 0.13% 42
2025
Q1
$528K Sell
6,254
-4,889
-44% -$429K 0.11% 48
2024
Q4
$843K Sell
11,143
-3,007
-21% -$175K 0.17% 38
2024
Q3
$526K Hold
14,150
0.11% 48
2024
Q2
$358K Buy
14,150
+50
+0.4% +$1.13K 0.08% 54
2024
Q1
$324K Sell
14,100
-3,377
-19% -$72K 0.07% 59
2023
Q4
$300K Sell
17,477
-50
-0.3% -$891 0.07% 58
2023
Q3
$280K Buy
17,527
+5,768
+49% +$91.9K 0.07% 58
2023
Q2
$180K Sell
11,759
-773
-6% -$8.79K 0.04% 69
2023
Q1
$106K Sell
12,532
-1,211
-9% -$9.48K 0.02% 71
2022
Q4
$86.4K Sell
13,743
-5,766
-30% -$43.7K 0.02% 81
2022
Q3
$163K Sell
19,509
-600
-3% -$5.34K 0.04% 72
2022
Q2
$182K Hold
20,109
0.04% 78
2022
Q1
$276K Buy
20,109
+10,220
+103% +$136K 0.05% 69
2021
Q4
$180K Buy
9,889
+2,103
+27% +$46.4K 0.03% 95
2021
Q3
$187K Sell
7,786
-6
-0.1% -$146 0.04% 91
2021
Q2
$207K Buy
7,792
+306
+4% +$7.08K 0.04% 91
2021
Q1
$174K Buy
7,486
+2,477
+49% +$67.9K 0.04% 98
2020
Q4
$119K Buy
5,009
+1,009
+25% +$18K 0.03% 113
2020
Q3
$38K Buy
+4,000
New +$38K 0.01% 221

Other funds holding PLTR

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

Edge Wealth Management held its Palantir (PLTR) position steady in Q2 2026 at 4,759 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #47.

Edge Wealth Management first reported a position in PLTR in Q3 2020 and has held it in 24 quarters since. The position peaked at $880K in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Edge Wealth Management held 4,759 shares of Palantir worth $555K as of Q2 2026.
  • Edge Wealth Management left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.09% of Edge Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Edge Wealth Management first reported a position in Palantir in Q3 2020 and has held it in 24 quarters since.
  • Edge Wealth Management's Palantir position peaked at $880K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.