Fortem Financial Group’s Palantir PLTR Stock Holding History

Fortem Financial Group’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	$10.9M	Sell	93,188 -2,949	-3%	-$402K	2.22%	12
2026 Q1	$14.1M	Sell	96,137 -2,600	-3%	-$398K	3.53%	4
2025 Q4	$17.6M	Buy	98,737 +2,675	+3%	+$484K	4.69%	1
2025 Q3	$17.5M	Buy	96,062 +3,794	+4%	+$615K	5.03%	2
2025 Q2	$12.6M	Buy	92,268 +6,929	+8%	+$813K	4.06%	3
2025 Q1	$7.2M	Buy	85,339 +9,909	+13%	+$870K	2.8%	4
2024 Q4	$5.7M	Buy	75,430 +710	+1%	+$41.4K	2.21%	9
2024 Q3	$2.78M	Sell	74,720 -2,120	-3%	-$65.1K	1.13%	23
2024 Q2	$1.95M	Buy	76,840 +2,044	+3%	+$46K	0.84%	31
2024 Q1	$1.72M	Buy	74,796 +1,620	+2%	+$34.5K	0.76%	38
2023 Q4	$1.26M	Buy	73,176 +8,282	+13%	+$148K	0.63%	48
2023 Q3	$1.04M	Buy	64,894 +11,018	+20%	+$175K	0.61%	48
2023 Q2	$826K	Buy	+53,876	New	+$612K	0.49%	69

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

Fortem Financial Group's PLTR Position: Q2 2026 in Review

Fortem Financial Group reduced its Palantir (PLTR) stake by 3.1% in Q2 2026, selling an estimated $402K and leaving 93,188 shares worth $10.9M. The position accounts for 2.22% of the portfolio, ranked #12.

Fortem Financial Group first reported a position in PLTR in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.6M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Fortem Financial Group held 93,188 shares of Palantir worth $10.9M as of Q2 2026.
Fortem Financial Group sold 2,949 Palantir shares in Q2 2026, an estimated $402K.
Palantir made up 2.22% of Fortem Financial Group's portfolio in Q2 2026, its #12 holding.
Fortem Financial Group first reported a position in Palantir in Q2 2023 and has held it in 13 quarters since.
Fortem Financial Group's Palantir position peaked at $17.6M in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.