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Independent Solutions Wealth Management’s Palantir PLTR Stock Holding History

Independent Solutions Wealth Management’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 		$8.51M Sell
72,968
-2,722
-4% -$371K 1.11% 18
2026
Q1 		$11.1M Sell
75,690
-3,520
-4% -$538K 1.63% 9
2025
Q4 		$14.1M Sell
79,210
-8,842
-10% -$1.6M 2.59% 7
2025
Q3 		$16.1M Sell
88,052
-9,366
-10% -$1.52M 2.85% 7
2025
Q2 		$13.3M Sell
97,418
-2,578
-3% -$302K 2.59% 7
2025
Q1 		$8.44M Sell
99,996
-10,898
-10% -$957K 1.89% 11
2024
Q4 		$8.39M Sell
110,894
-3,520
-3% -$205K 1.83% 13
2024
Q3 		$4.26M Sell
114,414
-4,870
-4% -$149K 0.96% 27
2024
Q2 		$3.02M Buy
119,284
+1,356
+1% +$30.5K 0.69% 42
2024
Q1 		$2.71M Sell
117,928
-11,563
-9% -$246K 0.64% 46
2023
Q4 		$2.22M Buy
129,491
+1,925
+2% +$34.3K 0.57% 53
2023
Q3 		$2.04M Buy
127,566
+3,111
+2% +$49.5K 0.53% 49
2023
Q2 		$1.91M Buy
124,455
+111,693
+875% +$1.27M 0.48% 52
2023
Q1 		$108K Buy
12,762
+1,000
+9% +$7.83K 0.03% 206
2022
Q4 		$75.5K Sell
11,762
-2,550
-18% -$19.3K 0.02% 211
2022
Q3 		$116K Sell
14,312
-100
-0.7% -$889 0.04% 205
2022
Q2 		$131K Sell
14,412
-40,646
-74% -$402K 0.04% 213
2022
Q1 		$756K Buy
55,058
+313
+0.6% +$4.17K 0.18% 102
2021
Q4 		$997K Buy
54,745
+2,233
+4% +$49.3K 0.24% 91
2021
Q3 		$1.26M Buy
52,512
+926
+2% +$22.6K 0.31% 78
2021
Q2 		$1.36M Buy
51,586
+5,615
+12% +$130K 0.33% 74
2021
Q1 		$1.07M Buy
45,971
+10,201
+29% +$280K 0.29% 78
2020
Q4 		$842K Buy
+35,770
New +$640K 0.26% 78

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

Independent Solutions Wealth Management's PLTR Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Palantir (PLTR) stake by 3.6% in Q2 2026, selling an estimated $371K and leaving 72,968 shares worth $8.51M. The position accounts for 1.11% of the portfolio, ranked #18.

Independent Solutions Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.1M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Independent Solutions Wealth Management held 72,968 shares of Palantir worth $8.51M as of Q2 2026.
  • Independent Solutions Wealth Management sold 2,722 Palantir shares in Q2 2026, an estimated $371K.
  • Palantir made up 1.11% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Independent Solutions Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • Independent Solutions Wealth Management's Palantir position peaked at $16.1M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.