Institute for Wealth Management’s Palantir PLTR Stock Holding History

Institute for 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	$249K	Sell	2,131 -409	-16%	-$55.8K	0.02%	461
2026 Q1	$372K	Sell	2,540 -2,524	-50%	-$386K	0.04%	378
2025 Q4	$900K	Sell	5,064 -222	-4%	-$40.2K	0.1%	214
2025 Q3	$964K	Buy	5,286 +720	+16%	+$117K	0.1%	205
2025 Q2	$622K	Sell	4,566 -3,309	-42%	-$388K	0.07%	270
2025 Q1	$665K	Sell	7,875 -6,009	-43%	-$528K	0.09%	244
2024 Q4	$1.05M	Sell	13,884 -853	-6%	-$49.7K	0.13%	167
2024 Q3	$548K	Buy	14,737 +349	+2%	+$10.7K	0.07%	279
2024 Q2	$364K	Buy	14,388 +2,799	+24%	+$63K	0.05%	349
2024 Q1	$267K	Sell	11,589 -334	-3%	-$7.12K	0.03%	416
2023 Q4	$205K	Buy	+11,923	New	+$212K	0.03%	459

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

Institute for Wealth Management's PLTR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Palantir (PLTR) stake by 16% in Q2 2026, selling an estimated $55.8K and leaving 2,131 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #461.

Institute for Wealth Management first reported a position in PLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2024. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Institute for Wealth Management held 2,131 shares of Palantir worth $249K as of Q2 2026.
Institute for Wealth Management sold 409 Palantir shares in Q2 2026, an estimated $55.8K.
Palantir made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #461 holding.
Institute for Wealth Management first reported a position in Palantir in Q4 2023 and has held it in 11 quarters since.
Institute for Wealth Management's Palantir position peaked at $1.05M in Q4 2024.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.