Oakwell Private Wealth Management’s Palantir PLTR Stock Holding History

Oakwell Private Wealth Management’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	–	Sell	-2,877	Closed	-$421K	–	87
2026 Q1	$421K	Sell	2,877 -144	-5%	-$22K	0.08%	59
2025 Q4	$537K	Sell	3,021 -524	-15%	-$94.9K	0.1%	57
2025 Q3	$647K	Buy	3,545 +242	+7%	+$39.2K	0.13%	52
2025 Q2	$450K	Buy	3,303 +50	+2%	+$5.86K	0.1%	55
2025 Q1	$275K	Buy	3,253 +253	+8%	+$22.2K	0.08%	61
2024 Q4	$227K	Buy	+3,000	New	+$175K	0.06%	59

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

Oakwell Private Wealth Management's PLTR Position: Q2 2026 in Review

Oakwell Private Wealth Management sold out of Palantir (PLTR) in Q2 2026, closing a stake of 2,877 shares — an estimated $421K sold.

Oakwell Private Wealth Management first reported a position in PLTR in Q4 2024 and held it in 6 quarters. The position peaked at $647K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Oakwell Private Wealth Management reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Oakwell Private Wealth Management sold 2,877 Palantir shares in Q2 2026, an estimated $421K.
Oakwell Private Wealth Management first reported a position in Palantir in Q4 2024 and held it in 6 quarters.
Oakwell Private Wealth Management's Palantir position peaked at $647K in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.