MWM
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Modern Wealth Management’s Palantir PLTR Stock Holding History

Modern 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 		$3.27M Buy
28,055
+6,779
+32% +$925K 0.04% 309
2026
Q1 		$3.12M Sell
21,276
-10,160
-32% -$1.55M 0.05% 252
2025
Q4 		$5.59M Buy
31,436
+1,457
+5% +$264K 0.1% 179
2025
Q3 		$5.47M Buy
29,979
+12,749
+74% +$2.07M 0.11% 177
2025
Q2 		$2.35M Sell
17,230
-884
-5% -$104K 0.06% 250
2025
Q1 		$1.53M Buy
18,114
+10,601
+141% +$931K 0.05% 244
2024
Q4 		$568K Buy
+7,513
New +$438K 0.02% 338

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

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

Modern Wealth Management increased its Palantir (PLTR) stake by 32% in Q2 2026, buying an estimated $925K and bringing the position to 28,055 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #309.

Modern Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.59M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Modern Wealth Management held 28,055 shares of Palantir worth $3.27M as of Q2 2026.
  • Modern Wealth Management bought 6,779 Palantir shares in Q2 2026, an estimated $925K.
  • Palantir made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Modern Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Palantir position peaked at $5.59M in Q4 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.