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Peak Retirement Planning’s Palantir PLTR Stock Holding History

Peak Retirement 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 		$277K Sell
2,375
-15
-0.6% -$2.05K 0.04% 149
2026
Q1 		$350K Buy
2,390
+1,181
+98% +$181K 0.07% 115
2025
Q4 		$215K Buy
1,209
+7
+0.6% +$1.27K 0.05% 137
2025
Q3 		$219K Buy
+1,202
New +$195K 0.06% 122

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

Peak Retirement Planning's PLTR Position: Q2 2026 in Review

Peak Retirement Planning reduced its Palantir (PLTR) stake by 0.63% in Q2 2026, selling an estimated $2.05K and leaving 2,375 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #149.

Peak Retirement Planning first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q1 2026. 2,829 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Peak Retirement Planning held 2,375 shares of Palantir worth $277K as of Q2 2026.
  • Peak Retirement Planning sold 15 Palantir shares in Q2 2026, an estimated $2.05K.
  • Palantir made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #149 holding.
  • Peak Retirement Planning first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • Peak Retirement Planning's Palantir position peaked at $350K in Q1 2026.
  • 2,829 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.