LWM
PLTR icon

Lakeridge Wealth Management’s Palantir PLTR Stock Holding History

Lakeridge 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 		$229K Sell
1,959
-113
-5% -$15.4K 0.08% 168
2026
Q1 		$303K Buy
2,072
+124
+6% +$19K 0.13% 132
2025
Q4 		$346K Buy
+1,948
New +$353K 0.16% 120

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lakeridge Wealth Management's PLTR Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Palantir (PLTR) stake by 5.5% in Q2 2026, selling an estimated $15.4K and leaving 1,959 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #168.

Lakeridge Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q4 2025. 612 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Lakeridge Wealth Management held 1,959 shares of Palantir worth $229K as of Q2 2026.
  • Lakeridge Wealth Management sold 113 Palantir shares in Q2 2026, an estimated $15.4K.
  • Palantir made up 0.08% of Lakeridge Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Lakeridge Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Lakeridge Wealth Management's Palantir position peaked at $346K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.