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Marks Group Wealth Management’s Palantir PLTR Stock Holding History

Marks Group Wealth Management’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 		$1.74M Sell
14,885
-15,182
-50% -$2.07M 0.15% 147
2026
Q1 		$4.4M Sell
30,067
-14,390
-32% -$2.2M 0.42% 88
2025
Q4 		$7.9M Buy
44,457
+6,236
+16% +$1.13M 0.76% 38
2025
Q3 		$6.97M Buy
+38,221
New +$6.19M 0.65% 73

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

Marks Group Wealth Management's PLTR Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Palantir (PLTR) stake by 50% in Q2 2026, selling an estimated $2.07M and leaving 14,885 shares worth $1.74M. The position accounts for 0.15% of the portfolio, ranked #147.

Marks Group Wealth Management first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.9M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Marks Group Wealth Management held 14,885 shares of Palantir worth $1.74M as of Q2 2026.
  • Marks Group Wealth Management sold 15,182 Palantir shares in Q2 2026, an estimated $2.07M.
  • Palantir made up 0.15% of Marks Group Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Marks Group Wealth Management first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • Marks Group Wealth Management's Palantir position peaked at $7.9M in Q4 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.