PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Palantir PLTR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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	$59.5K	Buy	509 +34	+7%	+$4.64K	0.02%	301
2026 Q1	$69.6K	Sell	475 -182	-28%	-$27.8K	0.02%	266
2025 Q4	$117K	Sell	657 -284	-30%	-$51.4K	0.03%	222
2025 Q3	$172K	Buy	941 +96	+11%	+$15.6K	0.05%	159
2025 Q2	$115K	Buy	845 +37	+5%	+$4.34K	0.04%	188
2025 Q1	$68.3K	Buy	808 +9	+1%	+$790	0.03%	231
2024 Q4	$60.5K	Buy	+799	New	+$46.5K	0.02%	236

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PLTR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Palantir (PLTR) stake by 7.2% in Q2 2026, buying an estimated $4.64K and bringing the position to 509 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #301.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $172K in Q3 2025. 1,797 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 509 shares of Palantir worth $59.5K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 34 Palantir shares in Q2 2026, an estimated $4.64K.
Palantir made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #301 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Palantir position peaked at $172K in Q3 2025.
1,797 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.