Elevation Wealth Partners’s Palantir PLTR Stock Holding History

Elevation Wealth Partners’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	$213K	Sell	1,822 -762	-29%	-$104K	0.06%	131
2026 Q1	$378K	Buy	2,584 +449	+21%	+$68.7K	0.14%	87
2025 Q4	$379K	Buy	2,135 +454	+27%	+$82.2K	0.13%	84
2025 Q3	$307K	Buy	1,681 +1,151	+217%	+$187K	0.11%	98
2025 Q2	$72.3K	Sell	530 -5	-0.9%	-$586	0.03%	199
2025 Q1	$45.2K	Buy	535 +24	+5%	+$2.11K	0.02%	238
2024 Q4	$38.6K	Buy	511 +200	+64%	+$11.7K	0.02%	252
2024 Q3	$11.6K	Buy	311 +6	+2%	+$184	0.01%	346
2024 Q2	$7.73K	Hold	305	–	–	﹤0.01%	357
2024 Q1	$7.02K	Hold	305	–	–	﹤0.01%	376
2023 Q4	$4.88K	Buy	305 +5	+2%	+$89	﹤0.01%	369
2023 Q3	$4.8K	Hold	300	–	–	﹤0.01%	278
2023 Q2	$4.6K	Hold	300	–	–	﹤0.01%	284
2023 Q1	$2.54K	Buy	+300	New	+$2.35K	﹤0.01%	298

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Elevation Wealth Partners's PLTR Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Palantir (PLTR) stake by 29% in Q2 2026, selling an estimated $104K and leaving 1,822 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #131.

Elevation Wealth Partners first reported a position in PLTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $379K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Elevation Wealth Partners held 1,822 shares of Palantir worth $213K as of Q2 2026.
Elevation Wealth Partners sold 762 Palantir shares in Q2 2026, an estimated $104K.
Palantir made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #131 holding.
Elevation Wealth Partners first reported a position in Palantir in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Palantir position peaked at $379K in Q4 2025.
1,095 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.