New Wave Wealth Advisors’s Palantir PLTR Stock Holding History

New Wave 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	$474K	Sell	4,061 -1,455	-26%	-$198K	0.13%	138
2026 Q1	$807K	Sell	5,516 -9,821	-64%	-$1.5M	0.28%	68
2025 Q4	$2.73M	Sell	15,337 -3,104	-17%	-$562K	1%	28
2025 Q3	$3.36M	Sell	18,441 -5,289	-22%	-$857K	1.31%	21
2025 Q2	$3.23M	Sell	23,730 -554	-2%	-$65K	1.37%	20
2025 Q1	$2.05M	Buy	24,284 +13,478	+125%	+$1.18M	0.92%	33
2024 Q4	$817K	Buy	10,806 +2,858	+36%	+$166K	0.33%	50
2024 Q3	$296K	Buy	+7,948	New	+$244K	0.14%	108

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

New Wave Wealth Advisors's PLTR Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its Palantir (PLTR) stake by 26% in Q2 2026, selling an estimated $198K and leaving 4,061 shares worth $474K. The position accounts for 0.13% of the portfolio, ranked #138.

New Wave Wealth Advisors first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.36M in Q3 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

New Wave Wealth Advisors held 4,061 shares of Palantir worth $474K as of Q2 2026.
New Wave Wealth Advisors sold 1,455 Palantir shares in Q2 2026, an estimated $198K.
Palantir made up 0.13% of New Wave Wealth Advisors's portfolio in Q2 2026, its #138 holding.
New Wave Wealth Advisors first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
New Wave Wealth Advisors's Palantir position peaked at $3.36M in Q3 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.