EWM
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Evermay Wealth Management’s Palantir PLTR Stock Holding History

Evermay 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
2022
Q1 		– Sell
-200
Closed -$4K – 567
2021
Q4 		$4K Buy
+200
New +$4.42K ﹤0.01% 460

Other funds holding PLTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Evermay Wealth Management increased its Palantir (PLTR) stake by 126% in Q2 2026, buying an estimated $51.2K and bringing the position to 672 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #302.

Evermay Wealth Management first reported a position in PLTR in Q2 2021 and has held it in 20 quarters since. The position peaked at $208K in Q4 2025. 1,202 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Evermay Wealth Management held 672 shares of Palantir worth $78.4K as of Q2 2026.
  • Evermay Wealth Management bought 375 Palantir shares in Q2 2026, an estimated $51.2K.
  • Palantir made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Evermay Wealth Management first reported a position in Palantir in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Palantir position peaked at $208K in Q4 2025.
  • 1,202 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.