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Nvest Wealth Strategies’s Palantir PLTR Stock Holding History

Nvest Wealth Strategies’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 		$73.4K Sell
629
-469
-43% -$64K 0.05% 42
2026
Q1 		$161K Buy
1,098
+135
+14% +$20.6K 0.11% 33
2025
Q4 		$171K Buy
+963
New +$174K 0.13% 30

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's PLTR Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Palantir (PLTR) stake by 43% in Q2 2026, selling an estimated $64K and leaving 629 shares worth $73.4K. The position accounts for 0.05% of the portfolio, ranked #42.

Nvest Wealth Strategies first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $171K in Q4 2025. 1,797 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Nvest Wealth Strategies held 629 shares of Palantir worth $73.4K as of Q2 2026.
  • Nvest Wealth Strategies sold 469 Palantir shares in Q2 2026, an estimated $64K.
  • Palantir made up 0.05% of Nvest Wealth Strategies's portfolio in Q2 2026, its #42 holding.
  • Nvest Wealth Strategies first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Palantir position peaked at $171K in Q4 2025.
  • 1,797 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.