Insight Wealth Strategies’s Palantir PLTR Stock Holding History

Insight Wealth Strategies’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	$628K	Sell	4,997 -22,461	-82%	-$3.06M	0.06%	117
2026 Q1	$4.02M	Buy	27,458 +376	+1%	+$57.5K	0.45%	74
2025 Q4	$4.81M	Sell	27,082 -8,532	-24%	-$1.54M	0.55%	56
2025 Q3	$6.5M	Sell	35,614 -4,304	-11%	-$698K	0.77%	34
2025 Q2	$5.22M	Sell	39,918 -2,326	-6%	-$273K	0.66%	37
2025 Q1	$3.57M	Sell	42,244 -32,109	-43%	-$2.82M	0.48%	64
2024 Q4	$5.62M	Sell	74,353 -10,648	-13%	-$620K	0.75%	31
2024 Q3	$3.16M	Sell	85,001 -11,845	-12%	-$364K	0.42%	66
2024 Q2	$2.45M	Buy	96,846 +1,969	+2%	+$44.3K	0.35%	67
2024 Q1	$2.18M	Sell	94,877 -5,614	-6%	-$120K	0.32%	73
2023 Q4	$1.73M	Buy	100,491 +7,617	+8%	+$136K	0.28%	90
2023 Q3	$1.49M	Buy	+92,874	New	+$1.48M	0.29%	76

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Insight Wealth Strategies's PLTR Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Palantir (PLTR) stake by 82% in Q2 2026, selling an estimated $3.06M and leaving 4,997 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #117.

Insight Wealth Strategies first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.5M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Insight Wealth Strategies held 4,997 shares of Palantir worth $628K as of Q2 2026.
Insight Wealth Strategies sold 22,461 Palantir shares in Q2 2026, an estimated $3.06M.
Palantir made up 0.06% of Insight Wealth Strategies's portfolio in Q2 2026, its #117 holding.
Insight Wealth Strategies first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
Insight Wealth Strategies's Palantir position peaked at $6.5M in Q3 2025.
461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.