EWA
PLTR icon

EP Wealth Advisors’s Palantir PLTR Stock Holding History

EP Wealth Advisors’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 		$8.59M Buy
73,669
+31,374
+74% +$4.28M 0.03% 296
2026
Q1 		$6.19M Buy
42,295
+3,786
+10% +$579K 0.03% 274
2025
Q4 		$6.84M Buy
+38,509
New +$6.97M 0.04% 238
2025
Q2 		$3.89M Buy
28,535
+4,746
+20% +$557K 0.03% 300
2025
Q1 		$2.01M Sell
23,789
-5,170
-18% -$454K 0.02% 368
2024
Q4 		$2.19M Buy
28,959
+8,886
+44% +$518K 0.02% 341
2024
Q3 		$747K Buy
20,073
+2,941
+17% +$90.3K 0.01% 574
2024
Q2 		$434K Buy
17,132
+2,896
+20% +$65.2K ﹤0.01% 567
2024
Q1 		$328K Sell
14,236
-2,280
-14% -$48.6K ﹤0.01% 603
2023
Q4 		$284K Buy
16,516
+3,316
+25% +$59.1K ﹤0.01% 630
2023
Q3 		$211K Buy
13,200
+3,183
+32% +$50.7K ﹤0.01% 653
2023
Q2 		$209K Sell
10,017
-245
-2% -$2.78K ﹤0.01% 646
2023
Q1 		$1.28M Sell
10,262
-838
-8% -$6.56K 0.02% 278
2022
Q4 		$71.3K Sell
11,100
-983
-8% -$7.45K ﹤0.01% 606
2022
Q3 		$98K Buy
+12,083
New +$107K ﹤0.01% 321

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

EP Wealth Advisors's PLTR Position: Q2 2026 in Review

EP Wealth Advisors increased its Palantir (PLTR) stake by 74% in Q2 2026, buying an estimated $4.28M and bringing the position to 73,669 shares worth $8.59M. The position accounts for 0.03% of the portfolio, ranked #296.

EP Wealth Advisors first reported a position in PLTR in Q3 2022 and has held it in 15 quarters since. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • EP Wealth Advisors held 73,669 shares of Palantir worth $8.59M as of Q2 2026.
  • EP Wealth Advisors bought 31,374 Palantir shares in Q2 2026, an estimated $4.28M.
  • Palantir made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • EP Wealth Advisors first reported a position in Palantir in Q3 2022 and has held it in 15 quarters since.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.