LFS
PLTR icon

Legacy Financial Strategies’s Palantir PLTR Stock Holding History

Legacy Financial Strategies’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
14,231
+1,008
+8% +$138K 0.26% 53
2026
Q1 		$1.93M Buy
13,223
+147
+1% +$22.5K 0.35% 47
2025
Q4 		$2.32M Buy
13,076
+590
+5% +$107K 0.41% 43
2025
Q3 		$2.28M Buy
12,486
+1,660
+15% +$269K 0.41% 43
2025
Q2 		$1.48M Buy
10,826
+1,497
+16% +$176K 0.29% 45
2025
Q1 		$787K Buy
9,329
+2,000
+27% +$176K 0.17% 57
2024
Q4 		$551K Buy
+7,329
New +$427K 0.12% 71

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 Financial Strategies's PLTR Position: Q2 2026 in Review

Legacy Financial Strategies increased its Palantir (PLTR) stake by 7.6% in Q2 2026, buying an estimated $138K and bringing the position to 14,231 shares worth $1.66M. The position accounts for 0.26% of the portfolio, ranked #53.

Legacy Financial Strategies first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Legacy Financial Strategies held 14,231 shares of Palantir worth $1.66M as of Q2 2026.
  • Legacy Financial Strategies bought 1,008 Palantir shares in Q2 2026, an estimated $138K.
  • Palantir made up 0.26% of Legacy Financial Strategies's portfolio in Q2 2026, its #53 holding.
  • Legacy Financial Strategies first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Legacy Financial Strategies's Palantir position peaked at $2.32M in Q4 2025.
  • 2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.