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Legacy Wealth Management (Idaho)’s Palantir PLTR Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-256
Closed -$37.4K – 741
2026
Q1 		$37.4K Sell
256
-291
-53% -$44.5K 0.02% 307
2025
Q4 		$97.2K Sell
547
-286
-34% -$51.8K 0.05% 151
2025
Q3 		$152K Sell
833
-99
-11% -$16K 0.07% 102
2025
Q2 		$127K Sell
932
-291
-24% -$34.1K 0.07% 97
2025
Q1 		$103K Buy
1,223
+482
+65% +$42.3K 0.07% 98
2024
Q4 		$82.1K Buy
741
+241
+48% +$14K 0.05% 99
2024
Q3 		$30.4K Buy
+500
New +$15.3K 0.02% 161

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 Wealth Management (Idaho)'s PLTR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Palantir (PLTR) in Q2 2026, closing a stake of 256 shares — an estimated $37.4K sold.

Legacy Wealth Management (Idaho) first reported a position in PLTR in Q3 2024 and held it in 7 quarters. The position peaked at $152K in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 256 Palantir shares in Q2 2026, an estimated $37.4K.
  • Legacy Wealth Management (Idaho) first reported a position in Palantir in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Palantir position peaked at $152K in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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