JWA
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JFS Wealth Advisors’s Palantir PLTR Stock Holding History

JFS 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 		$351K Sell
3,008
-1,246
-29% -$170K 0.02% 268
2026
Q1 		$622K Sell
4,254
-79
-2% -$12.1K 0.03% 209
2025
Q4 		$770K Buy
4,333
+143
+3% +$25.9K 0.04% 180
2025
Q3 		$764K Buy
4,190
+20
+0.5% +$3.24K 0.04% 179
2025
Q2 		$568K Sell
4,170
-2
-0% -$235 0.04% 198
2025
Q1 		$352K Sell
4,172
-2,596
-38% -$228K 0.02% 237
2024
Q4 		$512K Buy
6,768
+713
+12% +$41.5K 0.04% 193
2024
Q3 		$225K Sell
6,055
-90
-1% -$2.76K 0.02% 275
2024
Q2 		$156K Buy
6,145
+252
+4% +$5.67K 0.01% 267
2024
Q1 		$136K Buy
5,893
+5,431
+1,176% +$116K 0.01% 282
2023
Q4 		$7.93K Buy
462
+54
+13% +$962 ﹤0.01% 861
2023
Q3 		$6.53K Buy
408
+91
+29% +$1.45K ﹤0.01% 883
2023
Q2 		$4.86K Buy
317
+51
+19% +$580 ﹤0.01% 1015
2023
Q1 		$2.25K Buy
266
+252
+1,800% +$1.97K ﹤0.01% 1316
2022
Q4 		$90 Sell
14
-136
-91% -$1.03K ﹤0.01% 1887
2022
Q3 		$1K Buy
150
+149
+14,900% +$1.32K ﹤0.01% 1620
2022
Q2 		$0 Sell
1
-12
-92% -$119 ﹤0.01% 1890
2022
Q1 		$0 Buy
13
+8
+160% +$107 ﹤0.01% 1931
2021
Q4 		$0 Buy
+5
New +$110 ﹤0.01% 1839

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Palantir (PLTR) stake by 29% in Q2 2026, selling an estimated $170K and leaving 3,008 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #268.

JFS Wealth Advisors first reported a position in PLTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $770K in Q4 2025. 531 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • JFS Wealth Advisors held 3,008 shares of Palantir worth $351K as of Q2 2026.
  • JFS Wealth Advisors sold 1,246 Palantir shares in Q2 2026, an estimated $170K.
  • Palantir made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • JFS Wealth Advisors first reported a position in Palantir in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Palantir position peaked at $770K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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