M Wealth Management LLC’s Palantir PLTR Stock Holding History

M Wealth Management LLC’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	-1,415	Closed	-$207K	–	60
2026 Q1	$207K	Buy	+1,415	New	+$216K	0.17%	54

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 $3.37T AUM 44.26% 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

M Wealth Management LLC's PLTR Position: Q2 2026 in Review

M Wealth Management LLC sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,415 shares — an estimated $207K sold.

M Wealth Management LLC first reported a position in PLTR in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

M Wealth Management LLC reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
M Wealth Management LLC sold 1,415 Palantir shares in Q2 2026, an estimated $207K.
M Wealth Management LLC first reported a position in Palantir in Q1 2026 and held it in 1 quarter.
M Wealth Management LLC's Palantir position peaked at $207K in Q1 2026.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.