GeoWealth Management’s Palantir PLTR Stock Holding History

GeoWealth 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	$1.03M	Buy	8,840 +301	+4%	+$41.1K	0.03%	320
2026 Q1	$1.25M	Sell	8,539 -1,312	-13%	-$201K	0.05%	235
2025 Q4	$1.75M	Sell	9,851 -3,554	-27%	-$643K	0.06%	175
2025 Q3	$2.45M	Buy	13,405 +166	+1%	+$26.9K	0.09%	144
2025 Q2	$1.8M	Sell	13,239 -1,337	-9%	-$157K	0.07%	163
2025 Q1	$1.23M	Buy	14,576 +3,561	+32%	+$313K	0.05%	221
2024 Q4	$833K	Buy	11,015 +1,990	+22%	+$116K	0.03%	336
2024 Q3	$336K	Buy	+9,025	New	+$277K	0.01%	574

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

GeoWealth Management's PLTR Position: Q2 2026 in Review

GeoWealth Management increased its Palantir (PLTR) stake by 3.5% in Q2 2026, buying an estimated $41.1K and bringing the position to 8,840 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #320.

GeoWealth Management first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

GeoWealth Management held 8,840 shares of Palantir worth $1.03M as of Q2 2026.
GeoWealth Management bought 301 Palantir shares in Q2 2026, an estimated $41.1K.
Palantir made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #320 holding.
GeoWealth Management first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
GeoWealth Management's Palantir position peaked at $2.45M in Q3 2025.
2,852 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.