Global Financial Private Client’s Palantir PLTR Stock Holding History

Global Financial Private Client’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	$883K	Buy	7,567 +2,213	+41%	+$302K	0.24%	120
2026 Q1	$783K	Buy	5,354 +1,101	+26%	+$168K	0.26%	118
2025 Q4	$756K	Sell	4,253 -4	-0.1%	-$724	0.27%	109
2025 Q3	$777K	Buy	4,257 +32	+0.8%	+$5.19K	0.28%	107
2025 Q2	$576K	Buy	4,225 +148	+4%	+$17.4K	0.22%	123
2025 Q1	$344K	Sell	4,077 -3,433	-46%	-$301K	0.13%	159
2024 Q4	$568K	Sell	7,510 -50	-0.7%	-$2.91K	0.21%	120
2024 Q3	$281K	Hold	7,560	–	–	0.11%	171
2024 Q2	$191K	Buy	7,560 +588	+8%	+$13.2K	0.08%	187
2024 Q1	$159K	Buy	6,972 +745	+12%	+$15.9K	0.07%	191
2023 Q4	$107K	Buy	6,227 +397	+7%	+$7.07K	0.05%	219
2023 Q3	$92.6K	Buy	+5,830	New	+$92.9K	0.05%	219
2023 Q2	–	Sell	-2,000	Closed	-$16.8K	–	699
2023 Q1	$16.8K	Hold	2,000	–	–	0.01%	387
2022 Q4	$12.8K	Hold	2,000	–	–	0.01%	398
2022 Q3	$16.5K	Hold	2,000	–	–	0.01%	369
2022 Q2	$18.5K	Hold	2,000	–	–	0.01%	353
2022 Q1	$27.7K	Hold	2,000	–	–	0.01%	323
2021 Q4	$36.4K	Hold	2,000	–	–	0.02%	293
2021 Q3	$48.7K	Sell	2,000 -7,083	-78%	-$173K	0.03%	247
2021 Q2	$225K	Buy	9,083 +7,083	+354%	+$164K	0.13%	127
2021 Q1	$46.1K	Buy	+2,000	New	+$54.9K	0.03%	214

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

Global Financial Private Client's PLTR Position: Q2 2026 in Review

Global Financial Private Client increased its Palantir (PLTR) stake by 41% in Q2 2026, buying an estimated $302K and bringing the position to 7,567 shares worth $883K. The position accounts for 0.24% of the portfolio, ranked #120.

Global Financial Private Client first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Global Financial Private Client held 7,567 shares of Palantir worth $883K as of Q2 2026.
Global Financial Private Client bought 2,213 Palantir shares in Q2 2026, an estimated $302K.
Palantir made up 0.24% of Global Financial Private Client's portfolio in Q2 2026, its #120 holding.
Global Financial Private Client first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.