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Forum Financial Management’s Palantir PLTR Stock Holding History

Forum Financial 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 		$1.72M Sell
14,721
-124,415
-89% -$17M 0.02% 96
2026
Q1 		$20.4M Sell
139,136
-14,619
-10% -$2.24M 0.29% 21
2025
Q4 		$27.3M Buy
153,755
+5,402
+4% +$978K 0.36% 26
2025
Q3 		$27.1M Sell
148,353
-361,446
-71% -$58.6M 0.37% 25
2025
Q2 		$69.5M Sell
509,799
-1,081
-0.2% -$127K 1.06% 13
2025
Q1 		$43.1M Buy
510,880
+504
+0.1% +$44.3K 0.71% 15
2024
Q4 		$38.6M Sell
510,376
-29,664
-5% -$1.73M 0.64% 15
2024
Q3 		$20.1M Sell
540,040
-29,801
-5% -$915K 0.33% 21
2024
Q2 		$14.4M Buy
569,841
+103,095
+22% +$2.32M 0.26% 27
2024
Q1 		$10.7M Sell
466,746
-14,470
-3% -$308K 0.18% 35
2023
Q4 		$8.26M Sell
481,216
-5,600
-1% -$99.7K 0.16% 34
2023
Q3 		$7.79M Buy
486,816
+326,465
+204% +$5.2M 0.17% 30
2023
Q2 		$2.46M Sell
160,351
-48,402
-23% -$550K 0.06% 71
2023
Q1 		$1.76M Hold
208,753
– – 0.05% 88
2022
Q4 		$1.34M Sell
208,753
-2,462
-1% -$18.7K 0.04% 102
2022
Q3 		$1.72M Buy
211,215
+14,047
+7% +$125K 0.08% 65
2022
Q2 		$1.79M Sell
197,168
-7,133
-3% -$70.5K 0.09% 68
2022
Q1 		$2.81M Buy
+204,301
New +$2.72M 0.14% 45

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's PLTR Position: Q2 2026 in Review

Forum Financial Management reduced its Palantir (PLTR) stake by 89% in Q2 2026, selling an estimated $17M and leaving 14,721 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #96.

Forum Financial Management first reported a position in PLTR in Q1 2022 and has held it in 18 quarters since. The position peaked at $69.5M in Q2 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Forum Financial Management held 14,721 shares of Palantir worth $1.72M as of Q2 2026.
  • Forum Financial Management sold 124,415 Palantir shares in Q2 2026, an estimated $17M.
  • Palantir made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #96 holding.
  • Forum Financial Management first reported a position in Palantir in Q1 2022 and has held it in 18 quarters since.
  • Forum Financial Management's Palantir position peaked at $69.5M in Q2 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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