Osterweis Capital Management’s Palantir PLTR Stock Holding History

Osterweis Capital 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	$1.05M	Sell	9,042 -160	-2%	-$21.8K	0.05%	104
2026 Q1	$1.35M	Hold	9,202	–	–	0.07%	98
2025 Q4	$1.64M	Sell	9,202 -40	-0.4%	-$7.24K	0.07%	100
2025 Q3	$1.69M	Sell	9,242 -200	-2%	-$32.4K	0.08%	97
2025 Q2	$1.29M	Sell	9,442 -1,075	-10%	-$126K	0.06%	101
2025 Q1	$888K	Sell	10,517 -1,975	-16%	-$173K	0.04%	102
2024 Q4	$945K	Sell	12,492 -7,028	-36%	-$409K	0.04%	108
2024 Q3	$726K	Sell	19,520 -4,880	-20%	-$150K	0.04%	111
2024 Q2	$618K	Hold	24,400	–	–	0.03%	111
2024 Q1	$561K	Sell	24,400 -14,600	-37%	-$311K	0.03%	107
2023 Q4	$670K	Sell	39,000 -15,761	-29%	-$281K	0.04%	104
2023 Q3	$876K	Hold	54,761	–	–	0.06%	98
2023 Q2	$839K	Hold	54,761	–	–	0.06%	105
2023 Q1	$463K	Hold	54,761	–	–	0.03%	115
2022 Q4	$352K	Hold	54,761	–	–	0.03%	122
2022 Q3	$445K	Hold	54,761	–	–	0.03%	114
2022 Q2	$497K	Hold	54,761	–	–	0.04%	116
2022 Q1	$752K	Hold	54,761	–	–	0.04%	118
2021 Q4	$997K	Buy	54,761 +13,617	+33%	+$301K	0.05%	114
2021 Q3	$989K	Sell	41,144 -16,000	-28%	-$390K	0.05%	110
2021 Q2	$1.51M	Buy	57,144 +22,000	+63%	+$509K	0.08%	111
2021 Q1	$819K	Buy	+35,144	New	+$964K	0.04%	110

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

Osterweis Capital Management's PLTR Position: Q2 2026 in Review

Osterweis Capital Management reduced its Palantir (PLTR) stake by 1.7% in Q2 2026, selling an estimated $21.8K and leaving 9,042 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #104.

Osterweis Capital Management first reported a position in PLTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.69M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Osterweis Capital Management held 9,042 shares of Palantir worth $1.05M as of Q2 2026.
Osterweis Capital Management sold 160 Palantir shares in Q2 2026, an estimated $21.8K.
Palantir made up 0.05% of Osterweis Capital Management's portfolio in Q2 2026, its #104 holding.
Osterweis Capital Management first reported a position in Palantir in Q1 2021 and has held it in 22 quarters since.
Osterweis Capital Management's Palantir position peaked at $1.69M in Q3 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.