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OFC Financial Planning’s Palantir PLTR Stock Holding History

OFC Financial 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 		$296K Buy
2,535
+430
+20% +$58.7K 0.26% 47
2026
Q1 		$308K Hold
2,105
– – 0.3% 47
2025
Q4 		$374K Hold
2,105
– – 0.36% 45
2025
Q3 		$384K Hold
2,105
– – 0.38% 45
2025
Q2 		$287K Buy
+2,105
New +$247K 0.3% 48

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

OFC Financial Planning's PLTR Position: Q2 2026 in Review

OFC Financial Planning increased its Palantir (PLTR) stake by 20% in Q2 2026, buying an estimated $58.7K and bringing the position to 2,535 shares worth $296K. The position accounts for 0.26% of the portfolio, ranked #47.

OFC Financial Planning first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $384K in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • OFC Financial Planning held 2,535 shares of Palantir worth $296K as of Q2 2026.
  • OFC Financial Planning bought 430 Palantir shares in Q2 2026, an estimated $58.7K.
  • Palantir made up 0.26% of OFC Financial Planning's portfolio in Q2 2026, its #47 holding.
  • OFC Financial Planning first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • OFC Financial Planning's Palantir position peaked at $384K in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.