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LVW Advisors’s Palantir PLTR Stock Holding History

LVW 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 		$909K Sell
7,790
-439
-5% -$59.9K 0.08% 139
2026
Q1 		$1.2M Sell
8,229
-10,753
-57% -$1.64M 0.11% 97
2025
Q4 		$3.37M Sell
18,982
-667
-3% -$121K 0.34% 41
2025
Q3 		$3.58M Buy
19,649
+1,290
+7% +$209K 0.37% 40
2025
Q2 		$2.5M Buy
18,359
+7,109
+63% +$834K 0.27% 48
2025
Q1 		$950K Sell
11,250
-3,642
-24% -$320K 0.11% 110
2024
Q4 		$1.13M Sell
14,892
-16
-0.1% -$932 0.14% 100
2024
Q3 		$555K Buy
14,908
+896
+6% +$27.5K 0.07% 179
2024
Q2 		$355K Buy
+14,012
New +$316K 0.05% 206

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

LVW Advisors's PLTR Position: Q2 2026 in Review

LVW Advisors reduced its Palantir (PLTR) stake by 5.3% in Q2 2026, selling an estimated $59.9K and leaving 7,790 shares worth $909K. The position accounts for 0.08% of the portfolio, ranked #139.

LVW Advisors first reported a position in PLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.58M in Q3 2025. 613 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • LVW Advisors held 7,790 shares of Palantir worth $909K as of Q2 2026.
  • LVW Advisors sold 439 Palantir shares in Q2 2026, an estimated $59.9K.
  • Palantir made up 0.08% of LVW Advisors's portfolio in Q2 2026, its #139 holding.
  • LVW Advisors first reported a position in Palantir in Q2 2024 and has held it in 9 quarters since.
  • LVW Advisors's Palantir position peaked at $3.58M in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.