NewEdge Wealth’s Palantir PLTR Stock Holding History

NewEdge Wealth’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	$7.89M	Sell	67,651 -3,483	-5%	-$475K	0.08%	168
2026 Q1	$10.4M	Buy	71,134 +12,861	+22%	+$1.97M	0.12%	124
2025 Q4	$10.4M	Buy	58,273 +18,581	+47%	+$3.36M	0.12%	133
2025 Q3	$7.46M	Buy	39,692 +14,640	+58%	+$2.37M	0.11%	156
2025 Q2	$4.56M	Sell	25,052 -26,803	-52%	-$3.14M	0.07%	222
2025 Q1	$4.38M	Buy	51,855 +31,886	+160%	+$2.8M	0.08%	207
2024 Q4	$1.51M	Buy	19,969 +5,152	+35%	+$300K	0.03%	411
2024 Q3	$551K	Buy	14,817 +1,206	+9%	+$37K	0.01%	598
2024 Q2	$345K	Buy	13,611 +3,605	+36%	+$81.2K	0.01%	621
2024 Q1	$226K	Buy	+10,006	New	+$213K	0.01%	739
2023 Q3	–	Sell	-10,300	Closed	-$158K	–	665
2023 Q2	$158K	Buy	+10,300	New	+$117K	0.01%	618
2022 Q1	–	Sell	-21,500	Closed	-$392K	–	438
2021 Q4	$392K	Buy	+21,500	New	+$475K	0.02%	317

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

NewEdge Wealth's PLTR Position: Q2 2026 in Review

NewEdge Wealth reduced its Palantir (PLTR) stake by 4.9% in Q2 2026, selling an estimated $475K and leaving 67,651 shares worth $7.89M. The position accounts for 0.08% of the portfolio, ranked #168.

NewEdge Wealth first reported a position in PLTR in Q4 2021 and has held it in 12 quarters since. The position peaked at $10.4M in Q1 2026. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

NewEdge Wealth held 67,651 shares of Palantir worth $7.89M as of Q2 2026.
NewEdge Wealth sold 3,483 Palantir shares in Q2 2026, an estimated $475K.
Palantir made up 0.08% of NewEdge Wealth's portfolio in Q2 2026, its #168 holding.
NewEdge Wealth first reported a position in Palantir in Q4 2021 and has held it in 12 quarters since.
NewEdge Wealth's Palantir position peaked at $10.4M in Q1 2026.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.