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Heritage Wealth Management (California)’s Palantir PLTR Stock Holding History

Heritage Wealth Management (California)’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 		$3.39M Buy
29,086
+23
+0.1% +$3.14K 1.29% 18
2026
Q1 		$4.25M Sell
29,063
-38
-0.1% -$5.81K 2.35% 10
2025
Q4 		$5.17M Buy
29,101
+23
+0.1% +$4.16K 3.29% 6
2025
Q3 		$5.3M Buy
29,078
+32
+0.1% +$5.19K 3.55% 6
2025
Q2 		$3.96M Buy
29,046
+22
+0.1% +$2.58K 2.64% 9
2025
Q1 		$2.45M Hold
29,024
– – 1.84% 14
2024
Q4 		$2.2M Buy
29,024
+111
+0.4% +$6.47K 1.58% 13
2024
Q3 		$1.08M Buy
+28,913
New +$887K 0.76% 32

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 $3.37T AUM 44.26% 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

Heritage Wealth Management (California)'s PLTR Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Palantir (PLTR) stake by 0.08% in Q2 2026, buying an estimated $3.14K and bringing the position to 29,086 shares worth $3.39M. The position accounts for 1.29% of the portfolio, ranked #18.

Heritage Wealth Management (California) first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.3M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Heritage Wealth Management (California) held 29,086 shares of Palantir worth $3.39M as of Q2 2026.
  • Heritage Wealth Management (California) bought 23 Palantir shares in Q2 2026, an estimated $3.14K.
  • Palantir made up 1.29% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #18 holding.
  • Heritage Wealth Management (California) first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (California)'s Palantir position peaked at $5.3M in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.