Milestone Asset Management’s Palantir PLTR Stock Holding History

Milestone Asset 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	$2.62M	Buy	22,465 +4,778	+27%	+$652K	0.41%	74
2026 Q1	$2.59M	Sell	17,687 -42,864	-71%	-$6.55M	0.48%	62
2025 Q4	$10.8M	Buy	60,551 +42,173	+229%	+$7.63M	2.03%	12
2025 Q3	$3.35M	Sell	18,378 -5,890	-24%	-$955K	0.63%	34
2025 Q2	$3.31M	Sell	24,268 -6,551	-21%	-$768K	0.7%	35
2025 Q1	$2.6M	Sell	30,819 -2,222	-7%	-$195K	0.55%	42
2024 Q4	$2.5M	Sell	33,041 -24,616	-43%	-$1.43M	0.55%	47
2024 Q3	$2.14M	Buy	57,657 +3,515	+6%	+$108K	0.48%	43
2024 Q2	$1.37M	Buy	54,142 +34,763	+179%	+$783K	0.34%	61
2024 Q1	$446K	Buy	+19,379	New	+$413K	0.13%	115

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

Milestone Asset Management's PLTR Position: Q2 2026 in Review

Milestone Asset Management increased its Palantir (PLTR) stake by 27% in Q2 2026, buying an estimated $652K and bringing the position to 22,465 shares worth $2.62M. The position accounts for 0.41% of the portfolio, ranked #74.

Milestone Asset Management first reported a position in PLTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q4 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Milestone Asset Management held 22,465 shares of Palantir worth $2.62M as of Q2 2026.
Milestone Asset Management bought 4,778 Palantir shares in Q2 2026, an estimated $652K.
Palantir made up 0.41% of Milestone Asset Management's portfolio in Q2 2026, its #74 holding.
Milestone Asset Management first reported a position in Palantir in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's Palantir position peaked at $10.8M in Q4 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.