GenTrust’s Palantir PLTR Stock Holding History

GenTrust’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	$5.74M	Sell	49,193 -175	-0.4%	-$23.9K	0.22%	53
2026 Q1	$7.22M	Buy	49,368 +14,078	+40%	+$2.15M	0.31%	46
2025 Q4	$6.27M	Sell	35,290 -12,173	-26%	-$2.2M	0.27%	53
2025 Q3	$8.66M	Buy	47,463 +1,148	+2%	+$186K	0.39%	47
2025 Q2	$6.31M	Buy	46,315 +130	+0.3%	+$15.2K	0.3%	48
2025 Q1	$3.9M	Buy	46,185 +9,510	+26%	+$835K	0.19%	58
2024 Q4	$2.77M	Hold	36,675	–	–	0.12%	78
2024 Q3	$1.36M	Buy	36,675 +13,300	+57%	+$408K	0.07%	90
2024 Q2	$592K	Buy	+23,375	New	+$526K	0.03%	111
2021 Q4	–	Sell	-12,000	Closed	-$288K	–	147
2021 Q3	$288K	Hold	12,000	–	–	0.02%	117
2021 Q2	$316K	Sell	12,000 -1,000	-8%	-$23.1K	0.03%	113
2021 Q1	$284K	Buy	13,000 +3,000	+30%	+$82.3K	0.03%	105
2020 Q4	$236K	Buy	+10,000	New	+$179K	0.02%	97

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

GenTrust's PLTR Position: Q2 2026 in Review

GenTrust reduced its Palantir (PLTR) stake by 0.35% in Q2 2026, selling an estimated $23.9K and leaving 49,193 shares worth $5.74M. The position accounts for 0.22% of the portfolio, ranked #53.

GenTrust first reported a position in PLTR in Q4 2020 and has held it in 13 quarters since. The position peaked at $8.66M in Q3 2025. 2,844 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

GenTrust held 49,193 shares of Palantir worth $5.74M as of Q2 2026.
GenTrust sold 175 Palantir shares in Q2 2026, an estimated $23.9K.
Palantir made up 0.22% of GenTrust's portfolio in Q2 2026, its #53 holding.
GenTrust first reported a position in Palantir in Q4 2020 and has held it in 13 quarters since.
GenTrust's Palantir position peaked at $8.66M in Q3 2025.
2,844 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.