Fiduciary Planning’s Palantir PLTR Stock Holding History

Fiduciary Planning’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	$725K	Buy	6,218 +324	+5%	+$44.2K	0.19%	47
2026 Q1	$862K	Buy	5,894 +1,914	+48%	+$293K	0.26%	42
2025 Q4	$707K	Buy	3,980 +166	+4%	+$30.1K	0.21%	47
2025 Q3	$696K	Sell	3,814 -839	-18%	-$136K	0.21%	49
2025 Q2	$634K	Sell	4,653 -618	-12%	-$72.5K	0.21%	49
2025 Q1	$445K	Buy	5,271 +1,061	+25%	+$93.2K	0.15%	50
2024 Q4	$318K	Buy	+4,210	New	+$245K	0.1%	61

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

Fiduciary Planning's PLTR Position: Q2 2026 in Review

Fiduciary Planning increased its Palantir (PLTR) stake by 5.5% in Q2 2026, buying an estimated $44.2K and bringing the position to 6,218 shares worth $725K. The position accounts for 0.19% of the portfolio, ranked #47.

Fiduciary Planning first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $862K in Q1 2026. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Fiduciary Planning held 6,218 shares of Palantir worth $725K as of Q2 2026.
Fiduciary Planning bought 324 Palantir shares in Q2 2026, an estimated $44.2K.
Palantir made up 0.19% of Fiduciary Planning's portfolio in Q2 2026, its #47 holding.
Fiduciary Planning first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Fiduciary Planning's Palantir position peaked at $862K in Q1 2026.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.