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Laurel Oak Wealth Management’s Palantir PLTR Stock Holding History

Laurel Oak 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 		$1.66M Buy
14,250
+1,201
+9% +$164K 0.24% 80
2026
Q1 		$1.91M Buy
13,049
+2,897
+29% +$443K 0.32% 63
2025
Q4 		$1.8M Buy
+10,152
New +$1.84M 0.3% 60

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's PLTR Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Palantir (PLTR) stake by 9.2% in Q2 2026, buying an estimated $164K and bringing the position to 14,250 shares worth $1.66M. The position accounts for 0.24% of the portfolio, ranked #80.

Laurel Oak Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q1 2026. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Laurel Oak Wealth Management held 14,250 shares of Palantir worth $1.66M as of Q2 2026.
  • Laurel Oak Wealth Management bought 1,201 Palantir shares in Q2 2026, an estimated $164K.
  • Palantir made up 0.24% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Laurel Oak Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Palantir position peaked at $1.91M in Q1 2026.
  • 2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.