PGWM
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Parisi Gray Wealth Management’s Palantir PLTR Stock Holding History

Parisi Gray Wealth 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 		$13.5M Sell
115,583
-3,591
-3% -$490K 2.77% 10
2026
Q1 		$17.4M Sell
119,174
-460
-0.4% -$70.3K 4.15% 6
2025
Q4 		$21.3M Buy
119,634
+7
+0% +$1.27K 4.83% 6
2025
Q3 		$21.8M Buy
119,627
+135
+0.1% +$21.9K 5.68% 4
2025
Q2 		$16.3M Sell
119,492
-276
-0.2% -$32.4K 4.67% 5
2025
Q1 		$10.1M Buy
119,768
+7,057
+6% +$620K 3.3% 8
2024
Q4 		$8.52M Sell
112,711
-14,266
-11% -$831K 2.71% 10
2024
Q3 		$4.72M Buy
126,977
+23,004
+22% +$706K 1.56% 20
2024
Q2 		$2.63M Buy
103,973
+5,138
+5% +$116K 0.94% 24
2024
Q1 		$2.27M Buy
98,835
+12,082
+14% +$257K 0.85% 25
2023
Q4 		$1.49M Buy
86,753
+2,095
+2% +$37.3K 0.6% 34
2023
Q3 		$1.35M Buy
84,658
+6,912
+9% +$110K 0.62% 36
2023
Q2 		$657K Hold
77,746
– – 0.3% 60
2023
Q1 		$657K Hold
77,746
– – 0.41% 45
2022
Q4 		$499K Hold
77,746
– – 0.25% 67
2022
Q3 		$632K Buy
77,746
+152
+0.2% +$1.35K 0.48% 42
2022
Q2 		$704K Sell
77,594
-332
-0.4% -$3.28K 0.37% 55
2022
Q1 		$1.07M Sell
77,926
-25,002
-24% -$333K 0.43% 50
2021
Q4 		$1.87M Buy
102,928
+80,000
+349% +$1.77M 0.7% 35
2021
Q3 		$558K Hold
22,928
– – 0.23% 77
2021
Q2 		$604K Hold
22,928
– – 0.22% 77
2021
Q1 		$534K Buy
22,928
+928
+4% +$25.5K 0.22% 77
2020
Q4 		$518K Buy
22,000
+1,000
+5% +$17.9K 0.23% 76
2020
Q3 		$200K Buy
+21,000
New +$200K 0.1% 107

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Parisi Gray Wealth Management's PLTR Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Palantir (PLTR) stake by 3% in Q2 2026, selling an estimated $490K and leaving 115,583 shares worth $13.5M. The position accounts for 2.77% of the portfolio, ranked #10.

Parisi Gray Wealth Management first reported a position in PLTR in Q3 2020 and has held it in 24 quarters since. The position peaked at $21.8M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Parisi Gray Wealth Management held 115,583 shares of Palantir worth $13.5M as of Q2 2026.
  • Parisi Gray Wealth Management sold 3,591 Palantir shares in Q2 2026, an estimated $490K.
  • Palantir made up 2.77% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Parisi Gray Wealth Management first reported a position in Palantir in Q3 2020 and has held it in 24 quarters since.
  • Parisi Gray Wealth Management's Palantir position peaked at $21.8M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.