Octavia Wealth Advisors’s Palantir PLTR Stock Holding History

Octavia 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	$2.55M	Buy	21,878 +198	+0.9%	+$27K	0.22%	42
2026 Q1	$3.17M	Buy	21,680 +27	+0.1%	+$4.13K	0.3%	37
2025 Q4	$3.84M	Sell	21,653 -1,145	-5%	-$207K	0.37%	36
2025 Q3	$4.16M	Sell	22,798 -82	-0.4%	-$13.3K	0.41%	33
2025 Q2	$3.12M	Buy	22,880 +270	+1%	+$31.7K	0.35%	38
2025 Q1	$1.91M	Buy	22,610 +143	+0.6%	+$12.6K	0.23%	48
2024 Q4	$1.7M	Sell	22,467 -255	-1%	-$14.9K	0.21%	53
2024 Q3	$845K	Buy	22,722 +3,987	+21%	+$122K	0.1%	81
2024 Q2	$475K	Buy	+18,735	New	+$422K	0.06%	120
2023 Q4	–	Sell	-13,264	Closed	-$212K	–	231
2023 Q3	$212K	Sell	13,264 -2,482	-16%	-$39.5K	0.04%	184
2023 Q2	$241K	Buy	15,746 +3,077	+24%	+$35K	0.05%	167
2023 Q1	$107K	Buy	12,669 +250	+2%	+$1.96K	0.02%	181
2022 Q4	$79.7K	Buy	12,419 +160	+1%	+$1.21K	0.02%	178
2022 Q3	$100K	Buy	+12,259	New	+$109K	0.03%	170
2022 Q2	–	Sell	-11,200	Closed	-$154K	–	184
2022 Q1	$154K	Buy	+11,200	New	+$149K	0.03%	186

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

Octavia Wealth Advisors's PLTR Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Palantir (PLTR) stake by 0.91% in Q2 2026, buying an estimated $27K and bringing the position to 21,878 shares worth $2.55M. The position accounts for 0.22% of the portfolio, ranked #42.

Octavia Wealth Advisors first reported a position in PLTR in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.16M in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Octavia Wealth Advisors held 21,878 shares of Palantir worth $2.55M as of Q2 2026.
Octavia Wealth Advisors bought 198 Palantir shares in Q2 2026, an estimated $27K.
Palantir made up 0.22% of Octavia Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Octavia Wealth Advisors first reported a position in Palantir in Q1 2022 and has held it in 15 quarters since.
Octavia Wealth Advisors's Palantir position peaked at $4.16M in Q3 2025.
2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.