Liberty Wealth Management’s Palantir PLTR Stock Holding History

Liberty 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	$1.23M	Hold	8,402	–	–	0.15%	86
2026 Q1	$1.23M	Buy	8,402 +1,674	+25%	+$256K	0.15%	86
2025 Q4	$1.2M	Sell	6,728 -110	-2%	-$19.9K	0.15%	85
2025 Q3	$1.25M	Buy	6,838 +292	+4%	+$47.3K	0.18%	80
2025 Q2	$892K	Buy	6,546 +1,101	+20%	+$129K	0.14%	90
2025 Q1	$460K	Buy	5,445 +1,608	+42%	+$141K	0.09%	95
2024 Q4	$290K	Buy	+3,837	New	+$223K	0.05%	164
2021 Q4	–	Sell	-168	Closed	-$3K	–	846
2021 Q3	$3K	Buy	+168	New	+$4.1K	﹤0.01%	1022

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 $3.38T AUM 44.17% 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

Liberty Wealth Management's PLTR Position: Q2 2026 in Review

Liberty Wealth Management held its Palantir (PLTR) position steady in Q2 2026 at 8,402 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #86.

Liberty Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Liberty Wealth Management held 8,402 shares of Palantir worth $1.23M as of Q2 2026.
Liberty Wealth Management left its Palantir share count unchanged in Q2 2026.
Palantir made up 0.15% of Liberty Wealth Management's portfolio in Q2 2026, its #86 holding.
Liberty Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 8 quarters since.
Liberty Wealth Management's Palantir position peaked at $1.25M in Q3 2025.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.