IBEX Wealth Advisors’s Palantir PLTR Stock Holding History

IBEX 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	$21.4M	Buy	183,386 +842	+0.5%	+$115K	1.68%	11
2026 Q1	$26.7M	Sell	182,544 -6,900	-4%	-$1.05M	2.49%	5
2025 Q4	$33.7M	Sell	189,444 -47,029	-20%	-$8.51M	3.3%	4
2025 Q3	$43.1M	Buy	236,473 +410	+0.2%	+$66.4K	4.13%	3
2025 Q2	$32.2M	Buy	236,063 +49,724	+27%	+$5.83M	3.43%	4
2025 Q1	$15.7M	Buy	186,339 +8,938	+5%	+$785K	2.08%	11
2024 Q4	$13.4M	Buy	+177,401	New	+$10.3M	1.58%	11
2024 Q3	–	Sell	-167,210	Closed	-$4.24M	–	227
2024 Q2	$4.24M	Buy	+167,210	New	+$3.77M	0.66%	46
2021 Q4	–	Sell	-2,178	Closed	-$52K	–	364
2021 Q3	$52K	Buy	+2,178	New	+$53.1K	0.01%	267

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

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

IBEX Wealth Advisors increased its Palantir (PLTR) stake by 0.46% in Q2 2026, buying an estimated $115K and bringing the position to 183,386 shares worth $21.4M. The position accounts for 1.68% of the portfolio, ranked #11.

IBEX Wealth Advisors first reported a position in PLTR in Q3 2021 and has held it in 9 quarters since. The position peaked at $43.1M in Q3 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

IBEX Wealth Advisors held 183,386 shares of Palantir worth $21.4M as of Q2 2026.
IBEX Wealth Advisors bought 842 Palantir shares in Q2 2026, an estimated $115K.
Palantir made up 1.68% of IBEX Wealth Advisors's portfolio in Q2 2026, its #11 holding.
IBEX Wealth Advisors first reported a position in Palantir in Q3 2021 and has held it in 9 quarters since.
IBEX Wealth Advisors's Palantir position peaked at $43.1M in Q3 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.