Finivi Inc’s Palantir PLTR Stock Holding History

Finivi Inc’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	$213K	Sell	1,829 -87	-5%	-$11.9K	0.11%	107
2026 Q1	$280K	Sell	1,916 -94	-5%	-$14.4K	0.15%	87
2025 Q4	$357K	Buy	2,010 +9	+0.4%	+$1.63K	0.21%	78
2025 Q3	$365K	Sell	2,001 -331	-14%	-$53.6K	0.23%	78
2025 Q2	$318K	Sell	2,332 -83	-3%	-$9.73K	0.22%	79
2025 Q1	$204K	Buy	+2,415	New	+$212K	0.16%	85

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

Finivi Inc's PLTR Position: Q2 2026 in Review

Finivi Inc reduced its Palantir (PLTR) stake by 4.5% in Q2 2026, selling an estimated $11.9K and leaving 1,829 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #107.

Finivi Inc first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $365K in Q3 2025. 2,793 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Finivi Inc held 1,829 shares of Palantir worth $213K as of Q2 2026.
Finivi Inc sold 87 Palantir shares in Q2 2026, an estimated $11.9K.
Palantir made up 0.11% of Finivi Inc's portfolio in Q2 2026, its #107 holding.
Finivi Inc first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
Finivi Inc's Palantir position peaked at $365K in Q3 2025.
2,793 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.