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Life Planning Partners’s Palantir PLTR Stock Holding History

Life Planning Partners’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 		$250K Buy
2,143
+95
+5% +$13K 0.19% 65
2026
Q1 		$300K Sell
2,048
-4
-0.2% -$612 0.23% 57
2025
Q4 		$365K Sell
2,052
-147
-7% -$26.6K 0.28% 53
2025
Q3 		$401K Hold
2,199
– – 0.29% 51
2025
Q2 		$300K Buy
+2,199
New +$258K 0.24% 54

Other funds holding PLTR

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Life Planning Partners's PLTR Position: Q2 2026 in Review

Life Planning Partners increased its Palantir (PLTR) stake by 4.6% in Q2 2026, buying an estimated $13K and bringing the position to 2,143 shares worth $250K. The position accounts for 0.19% of the portfolio, ranked #65.

Life Planning Partners first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $401K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Life Planning Partners held 2,143 shares of Palantir worth $250K as of Q2 2026.
  • Life Planning Partners bought 95 Palantir shares in Q2 2026, an estimated $13K.
  • Palantir made up 0.19% of Life Planning Partners's portfolio in Q2 2026, its #65 holding.
  • Life Planning Partners first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Life Planning Partners's Palantir position peaked at $401K in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.