Focused Wealth Management’s Palantir PLTR Stock Holding History

Focused Wealth Management’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	–	Sell	-2,400	Closed	-$351K	–	283
2026 Q1	$351K	Buy	+2,400	New	+$367K	0.04%	140
2025 Q4	–	Sell	-1,200	Closed	-$219K	–	233
2025 Q3	$219K	Sell	1,200 -400	-25%	-$64.8K	0.02%	173
2025 Q2	$218K	Buy	+1,600	New	+$188K	0.03%	167
2024 Q3	–	Sell	-5,000	Closed	-$127K	–	277
2024 Q2	$127K	Hold	5,000	–	–	0.02%	198
2024 Q1	$11.6K	Buy	+5,000	New	+$107K	﹤0.01%	203

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

Focused Wealth Management's PLTR Position: Q2 2026 in Review

Focused Wealth Management reduced its Palantir (PLTR) stake by 1.9% in Q2 2026, selling an estimated $27.4K and leaving 10,170 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #83.

Focused Wealth Management first reported a position in PLTR in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.8M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Focused Wealth Management held 10,170 shares of Palantir worth $1.19M as of Q2 2026.
Focused Wealth Management sold 201 Palantir shares in Q2 2026, an estimated $27.4K.
Palantir made up 0.1% of Focused Wealth Management's portfolio in Q2 2026, its #83 holding.
Focused Wealth Management first reported a position in Palantir in Q3 2020 and has held it in 24 quarters since.
Focused Wealth Management's Palantir position peaked at $1.8M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.