HB Wealth Management’s Palantir PLTR Stock Holding History

HB Wealth 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	$10.7M	Sell	91,527 -5,087	-5%	-$694K	0.06%	160
2026 Q1	$14.1M	Buy	96,614 +7,666	+9%	+$1.17M	0.09%	114
2025 Q4	$15.8M	Buy	88,948 +12,253	+16%	+$2.22M	0.1%	105
2025 Q3	$14M	Buy	76,695 +14,654	+24%	+$2.37M	0.09%	117
2025 Q2	$8.46M	Buy	62,041 +149	+0.2%	+$17.5K	0.07%	158
2025 Q1	$5.22M	Buy	61,892 +9,822	+19%	+$863K	0.04%	223
2024 Q4	$3.96M	Buy	52,070 +11,179	+27%	+$651K	0.04%	188
2024 Q3	$1.52M	Buy	40,891 +9,358	+30%	+$287K	0.02%	313
2024 Q2	$799K	Buy	31,533 +7,375	+31%	+$166K	0.01%	416
2024 Q1	$556K	Sell	24,158 -1,118	-4%	-$23.8K	0.01%	469
2023 Q4	$434K	Sell	25,276 -13,794	-35%	-$246K	0.01%	499
2023 Q3	$625K	Buy	+39,070	New	+$622K	0.01%	383
2023 Q1	–	Sell	-11,186	Closed	-$71.8K	–	734
2022 Q4	$71.8K	Buy	+11,186	New	+$84.8K	﹤0.01%	667

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 $3.38T AUM 44.17% 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

HB Wealth Management's PLTR Position: Q2 2026 in Review

HB Wealth Management reduced its Palantir (PLTR) stake by 5.3% in Q2 2026, selling an estimated $694K and leaving 91,527 shares worth $10.7M. The position accounts for 0.06% of the portfolio, ranked #160.

HB Wealth Management first reported a position in PLTR in Q4 2022 and has held it in 13 quarters since. The position peaked at $15.8M in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

HB Wealth Management held 91,527 shares of Palantir worth $10.7M as of Q2 2026.
HB Wealth Management sold 5,087 Palantir shares in Q2 2026, an estimated $694K.
Palantir made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #160 holding.
HB Wealth Management first reported a position in Palantir in Q4 2022 and has held it in 13 quarters since.
HB Wealth Management's Palantir position peaked at $15.8M in Q4 2025.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.