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Next Level Wealth Planning’s Palantir PLTR Stock Holding History

Next Level Wealth Planning’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 		$793K Buy
6,800
+104
+2% +$14.2K 0.35% 23
2026
Q1 		$979K Buy
6,696
+343
+5% +$52.4K 0.5% 19
2025
Q4 		$1.13M Buy
6,353
+90
+1% +$16.3K 0.6% 15
2025
Q3 		$1.14M Sell
6,263
-1,489
-19% -$241K 0.65% 13
2025
Q2 		$1.06M Buy
7,752
+1,855
+31% +$218K 0.68% 13
2025
Q1 		$498K Sell
5,897
-653
-10% -$57.3K 0.38% 24
2024
Q4 		$495K Buy
+6,550
New +$382K 0.39% 21

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 $3.37T AUM 44.26% 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

Next Level Wealth Planning's PLTR Position: Q2 2026 in Review

Next Level Wealth Planning increased its Palantir (PLTR) stake by 1.6% in Q2 2026, buying an estimated $14.2K and bringing the position to 6,800 shares worth $793K. The position accounts for 0.35% of the portfolio, ranked #23.

Next Level Wealth Planning first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q3 2025. 2,847 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Next Level Wealth Planning held 6,800 shares of Palantir worth $793K as of Q2 2026.
  • Next Level Wealth Planning bought 104 Palantir shares in Q2 2026, an estimated $14.2K.
  • Palantir made up 0.35% of Next Level Wealth Planning's portfolio in Q2 2026, its #23 holding.
  • Next Level Wealth Planning first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Next Level Wealth Planning's Palantir position peaked at $1.14M in Q3 2025.
  • 2,847 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.