EWA
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EverSource Wealth Advisors’s Palantir PLTR Stock Holding History

EverSource 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 		$14.9M Sell
127,814
-7,885
-6% -$1.08M 0.5% 45
2026
Q1 		$19.9M Buy
135,699
+927
+0.7% +$142K 0.6% 32
2025
Q4 		$24M Sell
134,772
-32,619
-19% -$5.91M 0.88% 24
2025
Q3 		$30.5M Sell
167,391
-12,883
-7% -$2.09M 1.21% 15
2025
Q2 		$24.6M Buy
180,274
+1,637
+0.9% +$192K 1.11% 20
2025
Q1 		$15.1M Sell
178,637
-45,705
-20% -$4.01M 0.83% 26
2024
Q4 		$17M Sell
224,342
-22,855
-9% -$1.33M 0.95% 24
2024
Q3 		$9.2M Sell
247,197
-34,125
-12% -$1.05M 0.58% 40
2024
Q2 		$7.56M Buy
281,322
+86,483
+44% +$1.95M 0.5% 47
2024
Q1 		$4.28M Buy
194,839
+189,016
+3,246% +$4.03M 0.34% 70
2023
Q4 		$100K Buy
5,823
+3,485
+149% +$62.1K 0.01% 639
2023
Q3 		$37.4K Sell
2,338
-50
-2% -$796 ﹤0.01% 921
2023
Q2 		$36.6K Buy
2,388
+325
+16% +$3.69K ﹤0.01% 955
2023
Q1 		$17.4K Buy
2,063
+813
+65% +$6.36K ﹤0.01% 1132
2022
Q4 		$8.03K Buy
1,250
+533
+74% +$4.04K ﹤0.01% 1413
2022
Q3 		$5K Buy
717
+667
+1,334% +$5.93K ﹤0.01% 1393
2022
Q2 		$0 Buy
+50
New +$494 ﹤0.01% 1851

Other funds holding PLTR

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

EverSource Wealth Advisors reduced its Palantir (PLTR) stake by 5.8% in Q2 2026, selling an estimated $1.08M and leaving 127,814 shares worth $14.9M. The position accounts for 0.5% of the portfolio, ranked #45.

EverSource Wealth Advisors first reported a position in PLTR in Q2 2022 and has held it in 17 quarters since. The position peaked at $30.5M in Q3 2025. 1,382 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • EverSource Wealth Advisors held 127,814 shares of Palantir worth $14.9M as of Q2 2026.
  • EverSource Wealth Advisors sold 7,885 Palantir shares in Q2 2026, an estimated $1.08M.
  • Palantir made up 0.5% of EverSource Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • EverSource Wealth Advisors first reported a position in Palantir in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Palantir position peaked at $30.5M in Q3 2025.
  • 1,382 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.