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Mowery & Schoenfeld Wealth Management’s Palantir PLTR Stock Holding History

Mowery & Schoenfeld 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 		$17.8K Hold
153
– – 0.02% 199
2026
Q1 		$22.4K Sell
153
-61
-29% -$9.33K 0.03% 168
2025
Q4 		$38K Sell
214
-14
-6% -$2.53K 0.06% 156
2025
Q3 		$41.6K Hold
228
– – 0.07% 130
2025
Q2 		$31.1K Buy
228
+10
+5% +$1.17K 0.05% 148
2025
Q1 		$18.4K Buy
+218
New +$19.1K 0.04% 213

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PLTR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Palantir (PLTR) position steady in Q2 2026 at 153 shares worth $17.8K. The position accounts for 0.02% of the portfolio, ranked #199.

Mowery & Schoenfeld Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.6K in Q3 2025. 1,920 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 153 shares of Palantir worth $17.8K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Palantir position peaked at $41.6K in Q3 2025.
  • 1,920 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.