Lake Street Private Wealth’s Palantir PLTR Stock Holding History

Lake Street Private Wealth’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	$6.42M	Sell	55,062 -1,656	-3%	-$226K	0.73%	41
2026 Q1	$8.3M	Buy	56,718 +1,512	+3%	+$231K	1.06%	25
2025 Q4	$9.81M	Sell	55,206 -359	-0.6%	-$65K	1.2%	19
2025 Q3	$10.1M	Buy	55,565 +767	+1%	+$124K	1.31%	13
2025 Q2	$7.47M	Buy	54,798 +47,089	+611%	+$5.52M	1.06%	22
2025 Q1	$651K	Buy	7,709 +740	+11%	+$65K	0.11%	130
2024 Q4	$527K	Buy	+6,969	New	+$406K	0.08%	146

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

Lake Street Private Wealth's PLTR Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Palantir (PLTR) stake by 2.9% in Q2 2026, selling an estimated $226K and leaving 55,062 shares worth $6.42M. The position accounts for 0.73% of the portfolio, ranked #41.

Lake Street Private Wealth first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2025. 2,851 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Lake Street Private Wealth held 55,062 shares of Palantir worth $6.42M as of Q2 2026.
Lake Street Private Wealth sold 1,656 Palantir shares in Q2 2026, an estimated $226K.
Palantir made up 0.73% of Lake Street Private Wealth's portfolio in Q2 2026, its #41 holding.
Lake Street Private Wealth first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Lake Street Private Wealth's Palantir position peaked at $10.1M in Q3 2025.
2,851 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.