NWAG
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Net Worth Advisory Group’s Palantir PLTR Stock Holding History

Net Worth Advisory Group’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 		$357K Sell
3,062
-271
-8% -$37K 0.09% 236
2026
Q1 		$488K Sell
3,333
-2,616
-44% -$400K 0.1% 205
2025
Q4 		$1.06M Buy
5,949
+3,558
+149% +$644K 0.21% 81
2025
Q3 		$436K Buy
+2,391
New +$388K 0.13% 186

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Net Worth Advisory Group's PLTR Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Palantir (PLTR) stake by 8.1% in Q2 2026, selling an estimated $37K and leaving 3,062 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #236.

Net Worth Advisory Group first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2025. 531 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Net Worth Advisory Group held 3,062 shares of Palantir worth $357K as of Q2 2026.
  • Net Worth Advisory Group sold 271 Palantir shares in Q2 2026, an estimated $37K.
  • Palantir made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #236 holding.
  • Net Worth Advisory Group first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Palantir position peaked at $1.06M in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.