Geode Capital Management
PLTR icon

Geode Capital Management’s Palantir PLTR Stock Holding History

Geode Capital 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 		$6.43B Sell
55,334,968
-536,364
-1% -$73.2M 0.34% 44
2026
Q1 		$8.15B Buy
55,871,332
+1,671,067
+3% +$256M 0.51% 25
2025
Q4 		$9.6B Buy
54,200,265
+805,047
+2% +$146M 0.59% 19
2025
Q3 		$9.7B Buy
53,395,218
+3,690,348
+7% +$598M 0.62% 20
2025
Q2 		$6.75B Sell
49,704,870
-5,723,603
-10% -$671M 0.47% 27
2025
Q1 		$4.67B Buy
55,428,473
+3,354,241
+6% +$295M 0.37% 39
2024
Q4 		$3.93B Buy
52,074,232
+4,127,306
+9% +$240M 0.3% 48
2024
Q3 		$1.78B Buy
47,946,926
+16,598,253
+53% +$509M 0.14% 115
2024
Q2 		$793M Buy
31,348,673
+1,885,245
+6% +$42.5M 0.07% 256
2024
Q1 		$677M Buy
29,463,428
+1,289,253
+5% +$27.5M 0.06% 291
2023
Q4 		$483M Buy
28,174,175
+1,689,612
+6% +$30.1M 0.05% 337
2023
Q3 		$423M Buy
26,484,563
+1,620,599
+7% +$25.8M 0.05% 340
2023
Q2 		$380M Buy
24,863,964
+1,151,484
+5% +$13.1M 0.04% 378
2023
Q1 		$200M Buy
23,712,480
+747,652
+3% +$5.85M 0.03% 519
2022
Q4 		$147M Buy
22,964,828
+1,110,676
+5% +$8.42M 0.02% 570
2022
Q3 		$178M Buy
21,854,152
+1,102,487
+5% +$9.8M 0.03% 512
2022
Q2 		$188M Buy
20,751,665
+413,434
+2% +$4.09M 0.03% 509
2022
Q1 		$279M Buy
20,338,231
+464,597
+2% +$6.2M 0.03% 455
2021
Q4 		$361M Buy
19,873,634
+1,741,909
+10% +$38.5M 0.04% 400
2021
Q3 		$435M Buy
18,131,725
+9,239,417
+104% +$225M 0.06% 321
2021
Q2 		$234M Buy
8,892,308
+5,459,259
+159% +$126M 0.03% 487
2021
Q1 		$80M Buy
3,433,049
+740,235
+27% +$20.3M 0.01% 892
2020
Q4 		$63.4M Buy
+2,692,814
New +$48.2M 0.01% 951

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management's PLTR Position: Q2 2026 in Review

Geode Capital Management reduced its Palantir (PLTR) stake by 0.96% in Q2 2026, selling an estimated $73.2M and leaving 55,334,968 shares worth $6.43B. The position accounts for 0.34% of the portfolio, ranked #44.

Geode Capital Management first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.7B in Q3 2025. 2,844 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Geode Capital Management held 55,334,968 shares of Palantir worth $6.43B as of Q2 2026.
  • Geode Capital Management sold 536,364 Palantir shares in Q2 2026, an estimated $73.2M.
  • Palantir made up 0.34% of Geode Capital Management's portfolio in Q2 2026, its #44 holding.
  • Geode Capital Management first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • Geode Capital Management's Palantir position peaked at $9.7B in Q3 2025.
  • 2,844 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.