Icon Wealth Advisors’s Palantir PLTR Stock Holding History

Icon 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	$694K	Buy	5,945 +539	+10%	+$73.5K	0.04%	240
2026 Q1	$746K	Buy	5,406 +1,279	+31%	+$196K	0.05%	206
2025 Q4	$734K	Sell	4,127 -46	-1%	-$8.33K	0.05%	209
2025 Q3	$761K	Buy	4,173 +190	+5%	+$30.8K	0.05%	205
2025 Q2	$543K	Sell	3,983 -771	-16%	-$90.4K	0.04%	237
2025 Q1	$401K	Buy	4,754 +1,162	+32%	+$102K	0.03%	244
2024 Q4	$272K	Buy	+3,592	New	+$209K	0.02%	317

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

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

Icon Wealth Advisors increased its Palantir (PLTR) stake by 10% in Q2 2026, buying an estimated $73.5K and bringing the position to 5,945 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #240.

Icon Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $761K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Icon Wealth Advisors held 5,945 shares of Palantir worth $694K as of Q2 2026.
Icon Wealth Advisors bought 539 Palantir shares in Q2 2026, an estimated $73.5K.
Palantir made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #240 holding.
Icon Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Icon Wealth Advisors's Palantir position peaked at $761K in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.