HCR Wealth Advisors’s Palantir PLTR Stock Holding History

HCR Wealth Advisors’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	$775K	Sell	6,639 -151	-2%	-$20.6K	0.07%	132
2026 Q1	$993K	Buy	6,790 +2,892	+74%	+$442K	0.1%	107
2025 Q4	$693K	Sell	3,898 -226	-5%	-$40.9K	0.07%	132
2025 Q3	$771K	Buy	4,124 +996	+32%	+$161K	0.08%	119
2025 Q2	$426K	Buy	3,128 +600	+24%	+$70.4K	0.05%	157
2025 Q1	$213K	Buy	+2,528	New	+$222K	0.03%	218
2024 Q2	–	Sell	-12,573	Closed	-$289K	–	228
2024 Q1	$289K	Sell	12,573 -250	-2%	-$5.33K	0.04%	174
2023 Q4	$220K	Buy	12,823 +1,750	+16%	+$31.2K	0.03%	186
2023 Q3	$177K	Hold	11,073	–	–	0.04%	164
2023 Q2	$170K	Hold	11,073	–	–	0.03%	169
2023 Q1	$93.6K	Hold	11,073	–	–	0.02%	171
2022 Q4	$71.1K	Hold	11,073	–	–	0.01%	173
2022 Q3	$90K	Hold	11,073	–	–	0.02%	164
2022 Q2	$100K	Hold	11,073	–	–	0.02%	170
2022 Q1	$152K	Hold	11,073	–	–	0.02%	183
2021 Q4	$202K	Sell	11,073 -140	-1%	-$3.09K	0.03%	193
2021 Q3	$270K	Buy	+11,213	New	+$273K	0.05%	170

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

HCR Wealth Advisors's PLTR Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Palantir (PLTR) stake by 2.2% in Q2 2026, selling an estimated $20.6K and leaving 6,639 shares worth $775K. The position accounts for 0.07% of the portfolio, ranked #132.

HCR Wealth Advisors first reported a position in PLTR in Q3 2021 and has held it in 17 quarters since. The position peaked at $993K in Q1 2026. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

HCR Wealth Advisors held 6,639 shares of Palantir worth $775K as of Q2 2026.
HCR Wealth Advisors sold 151 Palantir shares in Q2 2026, an estimated $20.6K.
Palantir made up 0.07% of HCR Wealth Advisors's portfolio in Q2 2026, its #132 holding.
HCR Wealth Advisors first reported a position in Palantir in Q3 2021 and has held it in 17 quarters since.
HCR Wealth Advisors's Palantir position peaked at $993K in Q1 2026.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.