Melfa Wealth Management’s Palantir PLTR Stock Holding History

Melfa 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	$658K	Buy	5,644 +169	+3%	+$23.1K	0.36%	62
2026 Q1	$802K	Hold	5,475	–	–	0.46%	53
2025 Q4	$973K	Hold	5,475	–	–	0.56%	45
2025 Q3	$999K	Buy	5,475 +2,125	+63%	+$344K	0.59%	43
2025 Q2	$457K	Buy	3,350 +850	+34%	+$99.7K	0.29%	82
2025 Q1	$211K	Buy	+2,500	New	+$220K	0.14%	161

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

Melfa Wealth Management's PLTR Position: Q2 2026 in Review

Melfa Wealth Management increased its Palantir (PLTR) stake by 3.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 5,644 shares worth $658K. The position accounts for 0.36% of the portfolio, ranked #62.

Melfa Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $999K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Melfa Wealth Management held 5,644 shares of Palantir worth $658K as of Q2 2026.
Melfa Wealth Management bought 169 Palantir shares in Q2 2026, an estimated $23.1K.
Palantir made up 0.36% of Melfa Wealth Management's portfolio in Q2 2026, its #62 holding.
Melfa Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
Melfa Wealth Management's Palantir position peaked at $999K in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.