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Montz Harcus Wealth Management’s Palantir PLTR Stock Holding History

Montz Harcus 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 		$257K Buy
2,203
+30
+1% +$4.09K 0.09% 83
2026
Q1 		$318K Sell
2,173
-31
-1% -$4.74K 0.13% 65
2025
Q4 		$392K Sell
2,204
-185
-8% -$33.5K 0.16% 58
2025
Q3 		$436K Buy
2,389
+398
+20% +$64.5K 0.19% 48
2025
Q2 		$271K Buy
+1,991
New +$234K 0.13% 67

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

Montz Harcus Wealth Management's PLTR Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Palantir (PLTR) stake by 1.4% in Q2 2026, buying an estimated $4.09K and bringing the position to 2,203 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #83.

Montz Harcus Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $436K in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Montz Harcus Wealth Management held 2,203 shares of Palantir worth $257K as of Q2 2026.
  • Montz Harcus Wealth Management bought 30 Palantir shares in Q2 2026, an estimated $4.09K.
  • Palantir made up 0.09% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Montz Harcus Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Montz Harcus Wealth Management's Palantir position peaked at $436K in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.