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IVC Wealth Advisors’s Palantir PLTR Stock Holding History

IVC 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 		$354K Sell
3,035
-75
-2% -$10.2K 0.14% 119
2026
Q1 		$455K Sell
3,110
-215
-6% -$32.9K 0.2% 91
2025
Q4 		$591K Sell
3,325
-506
-13% -$91.6K 0.26% 76
2025
Q3 		$699K Buy
3,831
+156
+4% +$25.3K 0.31% 63
2025
Q2 		$501K Buy
+3,675
New +$431K 0.24% 77
2025
Q1 		– Sell
-3,280
Closed -$248K – 164
2024
Q4 		$248K Buy
+3,280
New +$191K 0.14% 134

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
US
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

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

IVC Wealth Advisors reduced its Palantir (PLTR) stake by 2.4% in Q2 2026, selling an estimated $10.2K and leaving 3,035 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #119.

IVC Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $699K in Q3 2025. 666 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • IVC Wealth Advisors held 3,035 shares of Palantir worth $354K as of Q2 2026.
  • IVC Wealth Advisors sold 75 Palantir shares in Q2 2026, an estimated $10.2K.
  • Palantir made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • IVC Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • IVC Wealth Advisors's Palantir position peaked at $699K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.