Marshall & Sterling Wealth Advisors’s Palantir PLTR Stock Holding History

Marshall & Sterling Wealth 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	$51.6K	Sell	442 -108	-20%	-$14.7K	0.03%	149
2026 Q1	$80.5K	Sell	550 -16	-3%	-$2.45K	0.05%	121
2025 Q4	$101K	Sell	566 -353	-38%	-$63.9K	0.07%	109
2025 Q3	$168K	Sell	919 -225	-20%	-$36.5K	0.11%	93
2025 Q2	$156K	Buy	1,144 +42	+4%	+$4.93K	0.11%	93
2025 Q1	$93K	Buy	1,102 +116	+12%	+$10.2K	0.06%	109
2024 Q4	$74.6K	Buy	+986	New	+$57.4K	0.05%	108

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

Marshall & Sterling Wealth Advisors's PLTR Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Palantir (PLTR) stake by 20% in Q2 2026, selling an estimated $14.7K and leaving 442 shares worth $51.6K. The position accounts for 0.03% of the portfolio, ranked #149.

Marshall & Sterling Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $168K in Q3 2025. 2,851 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Marshall & Sterling Wealth Advisors held 442 shares of Palantir worth $51.6K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 108 Palantir shares in Q2 2026, an estimated $14.7K.
Palantir made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Marshall & Sterling Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Palantir position peaked at $168K in Q3 2025.
2,851 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.