Modera Wealth Management’s Palantir PLTR Stock Holding History

Modera 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	$2.44M	Sell	20,906 -1,139	-5%	-$155K	0.03%	255
2026 Q1	$3.22M	Buy	22,045 +2,912	+15%	+$445K	0.04%	214
2025 Q4	$3.4M	Sell	19,133 -824	-4%	-$149K	0.04%	219
2025 Q3	$3.64M	Buy	19,957 +5,983	+43%	+$970K	0.04%	211
2025 Q2	$1.9M	Sell	13,974 -243	-2%	-$28.5K	0.02%	262
2025 Q1	$1.2M	Buy	14,217 +837	+6%	+$73.5K	0.02%	303
2024 Q4	$1.01M	Buy	+13,380	New	+$779K	0.01%	327

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

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

Modera Wealth Management reduced its Palantir (PLTR) stake by 5.2% in Q2 2026, selling an estimated $155K and leaving 20,906 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #255.

Modera Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Modera Wealth Management held 20,906 shares of Palantir worth $2.44M as of Q2 2026.
Modera Wealth Management sold 1,139 Palantir shares in Q2 2026, an estimated $155K.
Palantir made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #255 holding.
Modera Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Modera Wealth Management's Palantir position peaked at $3.64M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.