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Moneta Group Investment Advisors’s Palantir PLTR Stock Holding History

Moneta Group Investment 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 		$6M Buy
51,443
+2,020
+4% +$276K 0.04% 167
2026
Q1 		$7.23M Buy
49,423
+3,088
+7% +$472K 0.05% 131
2025
Q4 		$8.24M Sell
46,335
-2,987
-6% -$541K 0.06% 120
2025
Q3 		$9M Sell
49,322
-699
-1% -$113K 0.07% 116
2025
Q2 		$6.82M Buy
50,021
+3,912
+8% +$459K 0.08% 117
2025
Q1 		$3.89M Buy
46,109
+1,130
+3% +$99.2K 0.05% 151
2024
Q4 		$3.4M Buy
44,979
+2,576
+6% +$150K 0.05% 155
2024
Q3 		$1.58M Buy
42,403
+5,415
+15% +$166K 0.02% 225
2024
Q2 		$937K Sell
36,988
-7,805
-17% -$176K 0.02% 279
2024
Q1 		$1.03M Buy
44,793
+12,319
+38% +$263K 0.02% 268
2023
Q4 		$558K Buy
32,474
+2,105
+7% +$37.5K 0.01% 324
2023
Q3 		$486K Buy
30,369
+1,167
+4% +$18.6K 0.01% 323
2023
Q2 		$448K Buy
29,202
+1,666
+6% +$18.9K 0.01% 340
2023
Q1 		$233K Buy
+27,536
New +$215K 0.01% 467

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

Moneta Group Investment Advisors's PLTR Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Palantir (PLTR) stake by 4.1% in Q2 2026, buying an estimated $276K and bringing the position to 51,443 shares worth $6M. The position accounts for 0.04% of the portfolio, ranked #167.

Moneta Group Investment Advisors first reported a position in PLTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $9M in Q3 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Moneta Group Investment Advisors held 51,443 shares of Palantir worth $6M as of Q2 2026.
  • Moneta Group Investment Advisors bought 2,020 Palantir shares in Q2 2026, an estimated $276K.
  • Palantir made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Moneta Group Investment Advisors first reported a position in Palantir in Q1 2023 and has held it in 14 quarters since.
  • Moneta Group Investment Advisors's Palantir position peaked at $9M in Q3 2025.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.