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Mark Sheptoff Financial Planning’s Palantir PLTR Stock Holding History

Mark Sheptoff Financial Planning’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 		$8.57M Buy
73,424
+115
+0.2% +$15.7K 4.55% 5
2026
Q1 		$9.96M Buy
73,309
+460
+0.6% +$70.3K 5.27% 4
2025
Q4 		$12.9M Sell
72,849
-202
-0.3% -$36.6K 6.17% 3
2025
Q3 		$13.3M Sell
73,051
-100
-0.1% -$16.2K 6.38% 3
2025
Q2 		$9.97M Buy
73,151
+545
+0.8% +$63.9K 5.31% 3
2025
Q1 		$6.13M Sell
72,606
-2,469
-3% -$217K 3.38% 7
2024
Q4 		$5.68M Sell
75,075
-500
-0.7% -$29.1K 3.05% 6
2024
Q3 		$2.81M Buy
75,575
+50
+0.1% +$1.53K 1.49% 13
2024
Q2 		$1.91M Buy
75,525
+4,300
+6% +$96.8K 1.07% 20
2024
Q1 		$1.64M Buy
71,225
+49,375
+226% +$1.05M 0.91% 25
2023
Q4 		$375K Buy
21,850
+20,850
+2,085% +$371K 0.23% 60
2023
Q3 		$16K Sell
1,000
-16,500
-94% -$263K 0.01% 227
2023
Q2 		$268K Buy
+17,500
New +$199K 0.15% 79
2021
Q4 		– Sell
-6,050
Closed -$145K – 474
2021
Q3 		$145K Buy
6,050
+5,300
+707% +$129K 0.08% 119
2021
Q2 		$20K Buy
+750
New +$17.3K 0.01% 271

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's PLTR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Palantir (PLTR) stake by 0.16% in Q2 2026, buying an estimated $15.7K and bringing the position to 73,424 shares worth $8.57M. The position accounts for 4.55% of the portfolio, ranked #5.

Mark Sheptoff Financial Planning first reported a position in PLTR in Q2 2021 and has held it in 15 quarters since. The position peaked at $13.3M in Q3 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Mark Sheptoff Financial Planning held 73,424 shares of Palantir worth $8.57M as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 115 Palantir shares in Q2 2026, an estimated $15.7K.
  • Palantir made up 4.55% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Mark Sheptoff Financial Planning first reported a position in Palantir in Q2 2021 and has held it in 15 quarters since.
  • Mark Sheptoff Financial Planning's Palantir position peaked at $13.3M in Q3 2025.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.