KMWM
PLTR icon

Keudell/Morrison Wealth Management’s Palantir PLTR Stock Holding History

Keudell/Morrison 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 		$708K Hold
6,065
– – 0.13% 107
2026
Q1 		$887K Buy
6,065
+176
+3% +$26.9K 0.18% 86
2025
Q4 		$1.05M Buy
+5,889
New +$1.07M 0.22% 71
2025
Q2 		$764K Buy
5,607
+143
+3% +$16.8K 0.17% 83
2025
Q1 		$461K Sell
5,464
-64
-1% -$5.62K 0.11% 118
2024
Q4 		$418K Buy
5,528
+53
+1% +$3.09K 0.11% 128
2024
Q3 		$204K Buy
+5,475
New +$168K 0.06% 211

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

Keudell/Morrison Wealth Management's PLTR Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Palantir (PLTR) position steady in Q2 2026 at 6,065 shares worth $708K. The position accounts for 0.13% of the portfolio, ranked #107.

Keudell/Morrison Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,065 shares of Palantir worth $708K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Keudell/Morrison Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • Keudell/Morrison Wealth Management's Palantir position peaked at $1.05M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.