Kingswood Wealth Advisors’s Palantir PLTR Stock Holding History

Kingswood 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	$11.3M	Buy	96,574 +8,511	+10%	+$1.16M	0.45%	37
2026 Q1	$12.9M	Buy	88,063 +28,227	+47%	+$4.32M	0.61%	27
2025 Q4	$10.6M	Buy	59,836 +625	+1%	+$113K	0.51%	34
2025 Q3	$10.8M	Buy	59,211 +6,535	+12%	+$1.06M	0.65%	23
2025 Q2	$7.18M	Buy	52,676 +5,035	+11%	+$591K	0.57%	27
2025 Q1	$4.02M	Buy	47,641 +8,510	+22%	+$747K	0.37%	55
2024 Q4	$2.96M	Buy	39,131 +11,950	+44%	+$696K	0.22%	102
2024 Q3	$1.01M	Sell	27,181 -11,725	-30%	-$360K	0.07%	290
2024 Q2	$985K	Buy	38,906 +24,489	+170%	+$551K	0.09%	236
2024 Q1	$332K	Sell	14,417 -6,604	-31%	-$141K	0.04%	451
2023 Q4	$361K	Sell	21,021 -24,883	-54%	-$443K	0.04%	419
2023 Q3	$734K	Buy	+45,904	New	+$731K	0.13%	184

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

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

Kingswood Wealth Advisors increased its Palantir (PLTR) stake by 9.7% in Q2 2026, buying an estimated $1.16M and bringing the position to 96,574 shares worth $11.3M. The position accounts for 0.45% of the portfolio, ranked #37.

Kingswood Wealth Advisors first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.9M in Q1 2026. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Kingswood Wealth Advisors held 96,574 shares of Palantir worth $11.3M as of Q2 2026.
Kingswood Wealth Advisors bought 8,511 Palantir shares in Q2 2026, an estimated $1.16M.
Palantir made up 0.45% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Kingswood Wealth Advisors first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Palantir position peaked at $12.9M in Q1 2026.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.