Holistic Financial Partners’s Palantir PLTR Stock Holding History

Holistic Financial Partners’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	–	Sell	-1,750	Closed	-$256K	–	140
2026 Q1	$256K	Buy	1,750 +257	+17%	+$39.3K	0.1%	119
2025 Q4	$265K	Sell	1,493 -116	-7%	-$21K	0.1%	107
2025 Q3	$294K	Buy	+1,609	New	+$261K	0.12%	96
2022 Q1	–	Sell	-11,752	Closed	-$214K	–	130
2021 Q4	$214K	Buy	11,752 +4	+0%	+$88	0.12%	105
2021 Q3	$282K	Buy	11,748 +10	+0.1%	+$244	0.17%	85
2021 Q2	$309K	Buy	11,738 +1,282	+12%	+$29.6K	0.18%	80
2021 Q1	$244K	Buy	+10,456	New	+$287K	0.16%	91

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

Holistic Financial Partners's PLTR Position: Q2 2026 in Review

Holistic Financial Partners sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,750 shares — an estimated $256K sold.

Holistic Financial Partners first reported a position in PLTR in Q1 2021 and held it in 7 quarters. The position peaked at $309K in Q2 2021. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Holistic Financial Partners reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Holistic Financial Partners sold 1,750 Palantir shares in Q2 2026, an estimated $256K.
Holistic Financial Partners first reported a position in Palantir in Q1 2021 and held it in 7 quarters.
Holistic Financial Partners's Palantir position peaked at $309K in Q2 2021.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.