Evercore Wealth Management’s Palantir PLTR Stock Holding History

Evercore 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	$3.68M	Buy	31,551 +500	+2%	+$68.2K	0.05%	124
2026 Q1	$4.54M	Sell	31,051 -2,300	-7%	-$352K	0.07%	105
2025 Q4	$5.93M	Hold	33,351	–	–	0.09%	97
2025 Q3	$6.08M	Hold	33,351	–	–	0.09%	95
2025 Q2	$4.55M	Sell	33,351 -2,010	-6%	-$236K	0.07%	106
2025 Q1	$2.98M	Sell	35,361 -2,825	-7%	-$248K	0.05%	133
2024 Q4	$2.89M	Hold	38,186	–	–	0.04%	133
2024 Q3	$1.42M	Hold	38,186	–	–	0.02%	189
2024 Q2	$967K	Buy	38,186 +5,850	+18%	+$132K	0.02%	219
2024 Q1	$744K	Buy	32,336 +1,225	+4%	+$26.1K	0.01%	243
2023 Q4	$534K	Sell	31,111 -19	-0.1%	-$338	0.01%	274
2023 Q3	$498K	Buy	31,130 +19	+0.1%	+$303	0.01%	273
2023 Q2	$477K	Buy	+31,111	New	+$354K	0.01%	287
2021 Q4	–	Sell	-26,000	Closed	-$625K	–	429
2021 Q3	$625K	Buy	+26,000	New	+$634K	0.01%	262

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evercore Wealth Management increased its Palantir (PLTR) stake by 1.6% in Q2 2026, buying an estimated $68.2K and bringing the position to 31,551 shares worth $3.68M. The position accounts for 0.05% of the portfolio, ranked #124.

Evercore Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.08M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Evercore Wealth Management held 31,551 shares of Palantir worth $3.68M as of Q2 2026.
Evercore Wealth Management bought 500 Palantir shares in Q2 2026, an estimated $68.2K.
Palantir made up 0.05% of Evercore Wealth Management's portfolio in Q2 2026, its #124 holding.
Evercore Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 14 quarters since.
Evercore Wealth Management's Palantir position peaked at $6.08M in Q3 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.