Heritage Family Offices’s Palantir PLTR Stock Holding History

Heritage Family Offices’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	$324K	Buy	2,778 +701	+34%	+$95.6K	0.13%	138
2026 Q1	$304K	Buy	+2,077	New	+$318K	0.13%	141

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

Heritage Family Offices's PLTR Position: Q2 2026 in Review

Heritage Family Offices increased its Palantir (PLTR) stake by 34% in Q2 2026, buying an estimated $95.6K and bringing the position to 2,778 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #138.

Heritage Family Offices first reported a position in PLTR in Q1 2026 and has held it in 2 quarters since. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Heritage Family Offices held 2,778 shares of Palantir worth $324K as of Q2 2026.
Heritage Family Offices bought 701 Palantir shares in Q2 2026, an estimated $95.6K.
Palantir made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #138 holding.
Heritage Family Offices first reported a position in Palantir in Q1 2026 and has held it in 2 quarters since.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.