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Everhart Financial Group’s Palantir PLTR Stock Holding History

Everhart Financial Group’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 		$2.73M Sell
23,358
-4,970
-18% -$678K 0.17% 62
2026
Q1 		$4.14M Buy
28,328
+2,893
+11% +$442K 0.35% 40
2025
Q4 		$4.52M Buy
25,435
+277
+1% +$50.1K 0.42% 31
2025
Q3 		$4.59M Buy
25,158
+875
+4% +$142K 0.46% 31
2025
Q2 		$3.31M Sell
24,283
-107
-0.4% -$12.5K 0.38% 38
2025
Q1 		$2.06M Buy
24,390
+649
+3% +$57K 0.28% 46
2024
Q4 		$1.8M Buy
23,741
+3,961
+20% +$231K 0.37% 49
2024
Q3 		$736K Buy
19,780
+3,707
+23% +$114K 0.16% 143
2024
Q2 		$407K Buy
16,073
+912
+6% +$20.5K 0.11% 189
2024
Q1 		$349K Buy
15,161
+2,431
+19% +$51.8K 0.1% 198
2023
Q4 		$219K Buy
12,730
+734
+6% +$13.1K 0.08% 226
2023
Q3 		$192K Buy
11,996
+376
+3% +$5.99K 0.08% 209
2023
Q2 		$178K Buy
+11,620
New +$132K 0.07% 213
2022
Q4 		– Sell
-12,712
Closed -$104K – 218
2022
Q3 		$104K Buy
+12,712
New +$113K 0.06% 198

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Everhart Financial Group's PLTR Position: Q2 2026 in Review

Everhart Financial Group reduced its Palantir (PLTR) stake by 18% in Q2 2026, selling an estimated $678K and leaving 23,358 shares worth $2.73M. The position accounts for 0.17% of the portfolio, ranked #62.

Everhart Financial Group first reported a position in PLTR in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.59M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Everhart Financial Group held 23,358 shares of Palantir worth $2.73M as of Q2 2026.
  • Everhart Financial Group sold 4,970 Palantir shares in Q2 2026, an estimated $678K.
  • Palantir made up 0.17% of Everhart Financial Group's portfolio in Q2 2026, its #62 holding.
  • Everhart Financial Group first reported a position in Palantir in Q3 2022 and has held it in 14 quarters since.
  • Everhart Financial Group's Palantir position peaked at $4.59M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.