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Holistic Planning’s Palantir PLTR Stock Holding History

Holistic Planning’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 		$257K Buy
2,199
+187
+9% +$25.5K 0.04% 296
2026
Q1 		$294K Buy
2,012
+556
+38% +$85K 0.06% 237
2025
Q4 		$259K Buy
1,456
+63
+5% +$11.4K 0.06% 239
2025
Q3 		$254K Buy
+1,393
New +$226K 0.07% 199

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

Holistic Planning's PLTR Position: Q2 2026 in Review

Holistic Planning increased its Palantir (PLTR) stake by 9.3% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,199 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #296.

Holistic Planning first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $294K in Q1 2026. 2,844 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Holistic Planning held 2,199 shares of Palantir worth $257K as of Q2 2026.
  • Holistic Planning bought 187 Palantir shares in Q2 2026, an estimated $25.5K.
  • Palantir made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #296 holding.
  • Holistic Planning first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • Holistic Planning's Palantir position peaked at $294K in Q1 2026.
  • 2,844 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.