Outlook Wealth Advisors’s Palantir PLTR Stock Holding History

Outlook 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	–	Sell	-2,823	Closed	-$413K	–	327
2026 Q1	$413K	Sell	2,823 -324	-10%	-$49.5K	0.1%	199
2025 Q4	$559K	Buy	3,147 +332	+12%	+$60.1K	0.13%	157
2025 Q3	$514K	Buy	2,815 +521	+23%	+$84.4K	0.13%	154
2025 Q2	$313K	Buy	+2,294	New	+$269K	0.08%	223
2025 Q1	–	Sell	-3,143	Closed	-$238K	–	270
2024 Q4	$238K	Buy	+3,143	New	+$183K	0.07%	234

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

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

Outlook Wealth Advisors sold out of Palantir (PLTR) in Q2 2026, closing a stake of 2,823 shares — an estimated $413K sold.

Outlook Wealth Advisors first reported a position in PLTR in Q4 2024 and held it in 5 quarters. The position peaked at $559K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Outlook Wealth Advisors reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 2,823 Palantir shares in Q2 2026, an estimated $413K.
Outlook Wealth Advisors first reported a position in Palantir in Q4 2024 and held it in 5 quarters.
Outlook Wealth Advisors's Palantir position peaked at $559K in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.