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Evergreen Wealth Solutions’s Palantir PLTR Stock Holding History

Evergreen Wealth Solutions’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 		$909K Buy
5,078
+154
+3% +$21K 0.05% 219
2026
Q1 		$720K Buy
4,924
+79
+2% +$12.1K 0.05% 200
2025
Q4 		$861K Buy
4,845
+860
+22% +$156K 0.12% 87
2025
Q3 		$727K Buy
3,985
+63
+2% +$10.2K 0.41% 46
2025
Q2 		$535K Buy
3,922
+480
+14% +$56.3K 0.32% 57
2025
Q1 		$291K Buy
+3,442
New +$302K 0.2% 88

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

Evergreen Wealth Solutions's PLTR Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Palantir (PLTR) stake by 3.1% in Q2 2026, buying an estimated $21K and bringing the position to 5,078 shares worth $909K. The position accounts for 0.05% of the portfolio, ranked #219.

Evergreen Wealth Solutions first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. 2,847 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Evergreen Wealth Solutions held 5,078 shares of Palantir worth $909K as of Q2 2026.
  • Evergreen Wealth Solutions bought 154 Palantir shares in Q2 2026, an estimated $21K.
  • Palantir made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #219 holding.
  • Evergreen Wealth Solutions first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • 2,847 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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