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Legacy Capital Wealth Management’s Palantir PLTR Stock Holding History

Legacy Capital 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 		$346K Sell
2,969
-602
-17% -$82.1K 0.16% 56
2026
Q1 		$522K Buy
3,571
+11
+0.3% +$1.68K 0.3% 45
2025
Q4 		$633K Buy
+3,560
New +$644K 0.38% 43
2024
Q4 		$589K Buy
+7,792
New +$454K 0.59% 38

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

Legacy Capital Wealth Management's PLTR Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its Palantir (PLTR) stake by 17% in Q2 2026, selling an estimated $82.1K and leaving 2,969 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #56.

Legacy Capital Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 4 quarters since. The position peaked at $633K in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Legacy Capital Wealth Management held 2,969 shares of Palantir worth $346K as of Q2 2026.
  • Legacy Capital Wealth Management sold 602 Palantir shares in Q2 2026, an estimated $82.1K.
  • Palantir made up 0.16% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Legacy Capital Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 4 quarters since.
  • Legacy Capital Wealth Management's Palantir position peaked at $633K in Q4 2025.
  • 2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.