Pacific Excel Wealth Advisors’s Palantir PLTR Stock Holding History

Pacific Excel 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	$324K	Buy	+2,778	New	+$379K	0.13%	137

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

Pacific Excel Wealth Advisors's PLTR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Palantir (PLTR) in Q2 2026: 2,778 shares worth $324K. The stake represents 0.13% of the portfolio and ranks #137 among its holdings.

2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Pacific Excel Wealth Advisors held 2,778 shares of Palantir worth $324K as of Q2 2026.
Palantir was a new Pacific Excel Wealth Advisors position in Q2 2026.
Palantir made up 0.13% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #137 holding.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.