Monograph Wealth Advisors’s Palantir PLTR Stock Holding History

Monograph Wealth 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	–	Sell	-1,450	Closed	-$212K	–	153
2026 Q1	$212K	Hold	1,450	–	–	0.02%	137
2025 Q4	$258K	Buy	1,450 +100	+7%	+$18.1K	0.03%	118
2025 Q3	$246K	Buy	+1,350	New	+$219K	0.02%	127

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

Monograph Wealth Advisors's PLTR Position: Q2 2026 in Review

Monograph Wealth Advisors sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,450 shares — an estimated $212K sold.

Monograph Wealth Advisors first reported a position in PLTR in Q3 2025 and held it in 3 quarters. The position peaked at $258K in Q4 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Monograph Wealth Advisors reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Monograph Wealth Advisors sold 1,450 Palantir shares in Q2 2026, an estimated $212K.
Monograph Wealth Advisors first reported a position in Palantir in Q3 2025 and held it in 3 quarters.
Monograph Wealth Advisors's Palantir position peaked at $258K in Q4 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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