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LRI Investments’s Palantir PLTR Stock Holding History

LRI Investments’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 		$206K Sell
1,769
-5,109
-74% -$697K 0.02% 316
2026
Q1 		$1.01M Sell
6,878
-168
-2% -$25.7K 0.09% 111
2025
Q4 		$1.25M Buy
7,046
+1,932
+38% +$350K 0.1% 102
2025
Q3 		$933K Buy
5,114
+4,297
+526% +$696K 0.08% 117
2025
Q2 		$111K Buy
817
+2
+0.2% +$235 0.01% 413
2025
Q1 		$68.8K Buy
815
+175
+27% +$15.4K 0.01% 488
2024
Q4 		$48.4K Buy
640
+60
+10% +$3.5K ﹤0.01% 529
2024
Q3 		$34.3K Hold
580
– – ﹤0.01% 567
2024
Q2 		$14.7K Hold
580
– – ﹤0.01% 671
2024
Q1 		$13.3K Buy
+580
New +$12.4K ﹤0.01% 448

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LRI Investments's PLTR Position: Q2 2026 in Review

LRI Investments reduced its Palantir (PLTR) stake by 74% in Q2 2026, selling an estimated $697K and leaving 1,769 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #316.

LRI Investments first reported a position in PLTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 613 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • LRI Investments held 1,769 shares of Palantir worth $206K as of Q2 2026.
  • LRI Investments sold 5,109 Palantir shares in Q2 2026, an estimated $697K.
  • Palantir made up 0.02% of LRI Investments's portfolio in Q2 2026, its #316 holding.
  • LRI Investments first reported a position in Palantir in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Palantir position peaked at $1.25M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.