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LifeGoal Wealth Advisors’s Palantir PLTR Stock Holding History

LifeGoal Wealth 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 		– Sell
-1,659
Closed -$243K – 160
2026
Q1 		$243K Buy
+1,659
New +$254K 0.14% 96

Other funds holding PLTR

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LifeGoal Wealth Advisors's PLTR Position: Q2 2026 in Review

LifeGoal Wealth Advisors sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,659 shares — an estimated $243K sold.

LifeGoal Wealth Advisors first reported a position in PLTR in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 1,307 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • LifeGoal Wealth Advisors reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 1,659 Palantir shares in Q2 2026, an estimated $243K.
  • LifeGoal Wealth Advisors first reported a position in Palantir in Q1 2026 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Palantir position peaked at $243K in Q1 2026.
  • 1,307 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.