JWM
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JGP Wealth Management’s Palantir PLTR Stock Holding History

JGP 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 		$710K Sell
6,090
-2,503
-29% -$341K 0.06% 132
2026
Q1 		$1.26M Sell
8,593
-521
-6% -$79.7K 0.13% 88
2025
Q4 		$1.62M Buy
9,114
+2,415
+36% +$437K 0.17% 80
2025
Q3 		$1.25M Buy
6,699
+100
+2% +$16.2K 0.14% 87
2025
Q2 		$900K Buy
6,599
+660
+11% +$77.4K 0.11% 106
2025
Q1 		$501K Sell
5,939
-2,441
-29% -$214K 0.07% 122
2024
Q4 		$634K Buy
8,380
+1,023
+14% +$59.6K 0.08% 117
2024
Q3 		$274K Buy
+7,357
New +$226K 0.04% 157

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

JGP Wealth Management's PLTR Position: Q2 2026 in Review

JGP Wealth Management reduced its Palantir (PLTR) stake by 29% in Q2 2026, selling an estimated $341K and leaving 6,090 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #132.

JGP Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2025. 952 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • JGP Wealth Management held 6,090 shares of Palantir worth $710K as of Q2 2026.
  • JGP Wealth Management sold 2,503 Palantir shares in Q2 2026, an estimated $341K.
  • Palantir made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #132 holding.
  • JGP Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
  • JGP Wealth Management's Palantir position peaked at $1.62M in Q4 2025.
  • 952 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.