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Guardian Wealth Advisors (North Carolina)’s Palantir PLTR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.24M Sell
10,627
-117
-1% -$16K 0.07% 139
2026
Q1 		$1.57M Buy
10,744
+2,003
+23% +$306K 0.1% 121
2025
Q4 		$1.55M Buy
8,741
+598
+7% +$108K 0.1% 121
2025
Q3 		$1.49M Buy
8,143
+887
+12% +$144K 0.1% 115
2025
Q2 		$989K Buy
7,256
+885
+14% +$104K 0.07% 144
2025
Q1 		$538K Buy
6,371
+1,298
+26% +$114K 0.04% 174
2024
Q4 		$384K Buy
+5,073
New +$295K 0.03% 219

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Guardian Wealth Advisors (North Carolina)'s PLTR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Palantir (PLTR) stake by 1.1% in Q2 2026, selling an estimated $16K and leaving 10,627 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #139.

Guardian Wealth Advisors (North Carolina) first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2026. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 10,627 shares of Palantir worth $1.24M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 117 Palantir shares in Q2 2026, an estimated $16K.
  • Palantir made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #139 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Palantir position peaked at $1.57M in Q1 2026.
  • 2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.