LFIA
PLTR icon

Legacy Financial Independent Advisors’s Palantir PLTR Stock Holding History

Legacy Financial Independent 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 		$484K Buy
4,148
+194
+5% +$26.5K 0.23% 75
2026
Q1 		$578K Buy
+3,954
New +$605K 0.3% 62

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 $3.37T AUM 44.26% 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 Financial Independent Advisors's PLTR Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Palantir (PLTR) stake by 4.9% in Q2 2026, buying an estimated $26.5K and bringing the position to 4,148 shares worth $484K. The position accounts for 0.23% of the portfolio, ranked #75.

Legacy Financial Independent Advisors first reported a position in PLTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $578K in Q1 2026. 2,829 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Legacy Financial Independent Advisors held 4,148 shares of Palantir worth $484K as of Q2 2026.
  • Legacy Financial Independent Advisors bought 194 Palantir shares in Q2 2026, an estimated $26.5K.
  • Palantir made up 0.23% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #75 holding.
  • Legacy Financial Independent Advisors first reported a position in Palantir in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Palantir position peaked at $578K in Q1 2026.
  • 2,829 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.