KA
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Kozak & Associates’s Palantir PLTR Stock Holding History

Kozak & Associates’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 		$35.8K Hold
285
– – 0.01% 168
2026
Q1 		$37.7K Hold
285
– – 0.01% 167
2025
Q4 		$50.6K Sell
285
-30
-10% -$5.43K 0.01% 145
2025
Q3 		$53.9K Sell
315
-35
-10% -$5.67K 0.01% 144
2025
Q2 		$50.1K Buy
350
+100
+40% +$11.7K 0.01% 151
2025
Q1 		$23.2K Hold
250
– – 0.01% 165
2024
Q4 		$20K Buy
250
+50
+25% +$2.91K ﹤0.01% 179
2024
Q3 		$8.39K Hold
200
– – ﹤0.01% 244
2024
Q2 		$5.17K Hold
200
– – ﹤0.01% 267
2024
Q1 		$4.33K Buy
+200
New +$4.26K ﹤0.01% 282

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kozak & Associates's PLTR Position: Q2 2026 in Review

Kozak & Associates held its Palantir (PLTR) position steady in Q2 2026 at 285 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #168.

Kozak & Associates first reported a position in PLTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $53.9K in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Kozak & Associates held 285 shares of Palantir worth $35.8K as of Q2 2026.
  • Kozak & Associates left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.01% of Kozak & Associates's portfolio in Q2 2026, its #168 holding.
  • Kozak & Associates first reported a position in Palantir in Q1 2024 and has held it in 10 quarters since.
  • Kozak & Associates's Palantir position peaked at $53.9K in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.