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Forbes Financial Planning’s Palantir PLTR Stock Holding History

Forbes Financial 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 		– Sell
-1,425
Closed -$208K – 39
2026
Q1 		$208K Sell
1,425
-700
-33% -$107K 0.12% 38
2025
Q4 		$378K Sell
2,125
-200
-9% -$36.2K 0.22% 30
2025
Q3 		$424K Sell
2,325
-140
-6% -$22.7K 0.28% 27
2025
Q2 		$336K Buy
+2,465
New +$289K 0.23% 29
2025
Q1 		– Sell
-2,765
Closed -$209K – 33
2024
Q4 		$209K Buy
+2,765
New +$161K 0.1% 31

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Forbes Financial Planning's PLTR Position: Q2 2026 in Review

Forbes Financial Planning sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,425 shares — an estimated $208K sold.

Forbes Financial Planning first reported a position in PLTR in Q4 2024 and held it in 5 quarters. The position peaked at $424K in Q3 2025. 1,797 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Forbes Financial Planning reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
  • Forbes Financial Planning sold 1,425 Palantir shares in Q2 2026, an estimated $208K.
  • Forbes Financial Planning first reported a position in Palantir in Q4 2024 and held it in 5 quarters.
  • Forbes Financial Planning's Palantir position peaked at $424K in Q3 2025.
  • 1,797 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.