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Financial Life Planners’s Palantir PLTR Stock Holding History

Financial Life Planners’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 		$3M Sell
25,680
-3,186
-11% -$435K 1.93% 8
2026
Q1 		$4.22M Sell
28,866
-647
-2% -$98.9K 3.24% 5
2025
Q4 		$5.25M Buy
29,513
+592
+2% +$107K 3.77% 5
2025
Q3 		$5.28M Buy
28,921
+2,216
+8% +$359K 3.54% 6
2025
Q2 		$3.64M Buy
+26,705
New +$3.13M 2.96% 8

Other funds holding PLTR

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Financial Life Planners's PLTR Position: Q2 2026 in Review

Financial Life Planners reduced its Palantir (PLTR) stake by 11% in Q2 2026, selling an estimated $435K and leaving 25,680 shares worth $3M. The position accounts for 1.93% of the portfolio, ranked #8.

Financial Life Planners first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.28M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Financial Life Planners held 25,680 shares of Palantir worth $3M as of Q2 2026.
  • Financial Life Planners sold 3,186 Palantir shares in Q2 2026, an estimated $435K.
  • Palantir made up 1.93% of Financial Life Planners's portfolio in Q2 2026, its #8 holding.
  • Financial Life Planners first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Financial Life Planners's Palantir position peaked at $5.28M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.