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GoalVest Advisory’s Palantir PLTR Stock Holding History

GoalVest Advisory’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 		$337K Sell
2,888
-33,549
-92% -$4.58M 0.06% 99
2026
Q1 		$5.33M Sell
36,437
-9,786
-21% -$1.5M 1.04% 15
2025
Q4 		$8.22M Sell
46,223
-45
-0.1% -$8.15K 1.57% 10
2025
Q3 		$8.44M Buy
46,268
+1
+0% +$162 1.79% 7
2025
Q2 		$6.31M Sell
46,267
-5,722
-11% -$671K 1.56% 7
2025
Q1 		$4.39M Sell
51,989
-1,360
-3% -$119K 1.21% 12
2024
Q4 		$4.03M Hold
53,349
– – 1.11% 13
2024
Q3 		$1.98M Sell
53,349
-200
-0.4% -$6.14K 0.57% 28
2024
Q2 		$1.36M Buy
53,549
+2,000
+4% +$45K 0.43% 37
2024
Q1 		$1.19M Buy
+51,549
New +$1.1M 0.4% 47
2023
Q4 		– Sell
-600
Closed -$9.6K – 462
2023
Q3 		$9.6K Buy
+600
New +$9.56K ﹤0.01% 292

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GoalVest Advisory's PLTR Position: Q2 2026 in Review

GoalVest Advisory reduced its Palantir (PLTR) stake by 92% in Q2 2026, selling an estimated $4.58M and leaving 2,888 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #99.

GoalVest Advisory first reported a position in PLTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.44M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • GoalVest Advisory held 2,888 shares of Palantir worth $337K as of Q2 2026.
  • GoalVest Advisory sold 33,549 Palantir shares in Q2 2026, an estimated $4.58M.
  • Palantir made up 0.06% of GoalVest Advisory's portfolio in Q2 2026, its #99 holding.
  • GoalVest Advisory first reported a position in Palantir in Q3 2023 and has held it in 11 quarters since.
  • GoalVest Advisory's Palantir position peaked at $8.44M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.