Heritage Wealth Advisors’s Palantir PLTR Stock Holding History

Heritage 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	$67.9K	Buy	582 +33	+6%	+$4.5K	﹤0.01%	303
2026 Q1	$80.3K	Buy	549 +493	+880%	+$75.4K	﹤0.01%	273
2025 Q4	$9.95K	Sell	56 -16	-22%	-$2.9K	﹤0.01%	453
2025 Q3	$13.1K	Buy	72 +54	+300%	+$8.75K	﹤0.01%	409
2025 Q2	$2.45K	Hold	18	–	–	﹤0.01%	506
2025 Q1	$1.52K	Sell	18 -16	-47%	-$1.41K	﹤0.01%	518
2024 Q4	$2.57K	Hold	34	–	–	﹤0.01%	545
2024 Q3	$1.26K	Buy	+34	New	+$1.04K	﹤0.01%	566
2021 Q3	–	Sell	-4	Closed	-$105	–	565
2021 Q2	$105	Hold	4	–	–	﹤0.01%	558
2021 Q1	$93	Hold	4	–	–	﹤0.01%	561
2020 Q4	$0	Buy	+4	New	+$72	﹤0.01%	554

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

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

Heritage Wealth Advisors increased its Palantir (PLTR) stake by 6% in Q2 2026, buying an estimated $4.5K and bringing the position to 582 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Heritage Wealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 11 quarters since. The position peaked at $80.3K in Q1 2026. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Heritage Wealth Advisors held 582 shares of Palantir worth $67.9K as of Q2 2026.
Heritage Wealth Advisors bought 33 Palantir shares in Q2 2026, an estimated $4.5K.
Palantir made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #303 holding.
Heritage Wealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 11 quarters since.
Heritage Wealth Advisors's Palantir position peaked at $80.3K in Q1 2026.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.