IAG
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Investmark Advisory Group’s Palantir PLTR Stock Holding History

Investmark Advisory Group’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 		$216K Buy
1,855
+168
+10% +$22.9K 0.08% 140
2026
Q1 		$247K Sell
1,687
-850
-34% -$130K 0.11% 119
2025
Q4 		$451K Hold
2,537
– – 0.19% 82
2025
Q3 		$463K Hold
2,537
– – 0.2% 82
2025
Q2 		$346K Buy
+2,537
New +$298K 0.16% 94

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

Investmark Advisory Group's PLTR Position: Q2 2026 in Review

Investmark Advisory Group increased its Palantir (PLTR) stake by 10% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,855 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #140.

Investmark Advisory Group first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $463K in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Investmark Advisory Group held 1,855 shares of Palantir worth $216K as of Q2 2026.
  • Investmark Advisory Group bought 168 Palantir shares in Q2 2026, an estimated $22.9K.
  • Palantir made up 0.08% of Investmark Advisory Group's portfolio in Q2 2026, its #140 holding.
  • Investmark Advisory Group first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Investmark Advisory Group's Palantir position peaked at $463K in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.