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Mount Yale Investment Advisors’s Palantir PLTR Stock Holding History

Mount Yale 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 		$4.06M Buy
34,826
+6,068
+21% +$828K 0.08% 253
2026
Q1 		$4.21M Buy
28,758
+22,823
+385% +$3.49M 0.1% 211
2025
Q4 		$1.05M Buy
5,935
+1,626
+38% +$294K 0.05% 305
2025
Q3 		$786K Buy
4,309
+1,215
+39% +$197K 0.05% 327
2025
Q2 		$422K Buy
+3,094
New +$363K 0.03% 377

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's PLTR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Palantir (PLTR) stake by 21% in Q2 2026, buying an estimated $828K and bringing the position to 34,826 shares worth $4.06M. The position accounts for 0.08% of the portfolio, ranked #253.

Mount Yale Investment Advisors first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.21M in Q1 2026. 2,855 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Mount Yale Investment Advisors held 34,826 shares of Palantir worth $4.06M as of Q2 2026.
  • Mount Yale Investment Advisors bought 6,068 Palantir shares in Q2 2026, an estimated $828K.
  • Palantir made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • Mount Yale Investment Advisors first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Palantir position peaked at $4.21M in Q1 2026.
  • 2,855 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.