Kapstone Financial Advisors’s Palantir PLTR Stock Holding History

Kapstone Financial 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	$4.97M	Buy	42,616 +1,927	+5%	+$263K	2.08%	8
2026 Q1	$5.95M	Buy	40,689 +1,389	+4%	+$212K	2.92%	4
2025 Q4	$6.99M	Sell	39,300 -986	-2%	-$178K	3.47%	4
2025 Q3	$7.35M	Buy	40,286 +947	+2%	+$153K	3.46%	5
2025 Q2	$5.36M	Buy	39,339 +2,086	+6%	+$245K	2.67%	6
2025 Q1	$3.14M	Buy	37,253 +411	+1%	+$36.1K	1.78%	10
2024 Q4	$2.94M	Buy	36,842 +2,854	+8%	+$166K	1.57%	13
2024 Q3	$1.25M	Buy	33,988 +4,208	+14%	+$129K	0.76%	27
2024 Q2	$754K	Buy	29,780 +1,850	+7%	+$41.7K	0.49%	36
2024 Q1	$643K	Buy	27,930 +4,700	+20%	+$100K	0.44%	42
2023 Q4	$382K	Buy	23,230 +8,730	+60%	+$155K	0.3%	66
2023 Q3	$232K	Hold	14,500	–	–	0.21%	80
2023 Q2	$290K	Buy	14,500 +1,900	+15%	+$21.6K	0.24%	73
2023 Q1	$108K	Hold	12,600	–	–	0.1%	93
2022 Q4	$113K	Buy	+12,600	New	+$95.5K	0.1%	98

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

Kapstone Financial Advisors's PLTR Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Palantir (PLTR) stake by 4.7% in Q2 2026, buying an estimated $263K and bringing the position to 42,616 shares worth $4.97M. The position accounts for 2.08% of the portfolio, ranked #8.

Kapstone Financial Advisors first reported a position in PLTR in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.35M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Kapstone Financial Advisors held 42,616 shares of Palantir worth $4.97M as of Q2 2026.
Kapstone Financial Advisors bought 1,927 Palantir shares in Q2 2026, an estimated $263K.
Palantir made up 2.08% of Kapstone Financial Advisors's portfolio in Q2 2026, its #8 holding.
Kapstone Financial Advisors first reported a position in Palantir in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Palantir position peaked at $7.35M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.