Legacy Financial Advisors’s Palantir PLTR Stock Holding History

Legacy Financial Advisors’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	$1.27M	Sell	10,870 -3,767	-26%	-$514K	0.15%	114
2026 Q1	$2.14M	Buy	14,637 +162	+1%	+$24.8K	0.3%	55
2025 Q4	$2.57M	Buy	14,475 +236	+2%	+$42.7K	0.36%	44
2025 Q3	$2.6M	Sell	14,239 -2,457	-15%	-$398K	0.36%	42
2025 Q2	$2.28M	Sell	16,696 -4,210	-20%	-$494K	0.36%	44
2025 Q1	$1.76M	Buy	20,906 +2,715	+15%	+$238K	0.3%	56
2024 Q4	$1.38M	Buy	18,191 +1,477	+9%	+$86K	0.23%	74
2024 Q3	$622K	Buy	16,714 +102	+0.6%	+$3.13K	0.1%	167
2024 Q2	$421K	Buy	+16,612	New	+$374K	0.07%	200

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

Legacy Financial Advisors's PLTR Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Palantir (PLTR) stake by 26% in Q2 2026, selling an estimated $514K and leaving 10,870 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #114.

Legacy Financial Advisors first reported a position in PLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.6M in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Legacy Financial Advisors held 10,870 shares of Palantir worth $1.27M as of Q2 2026.
Legacy Financial Advisors sold 3,767 Palantir shares in Q2 2026, an estimated $514K.
Palantir made up 0.15% of Legacy Financial Advisors's portfolio in Q2 2026, its #114 holding.
Legacy Financial Advisors first reported a position in Palantir in Q2 2024 and has held it in 9 quarters since.
Legacy Financial Advisors's Palantir position peaked at $2.6M in Q3 2025.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.