Perfromance Wealth Partners’s Palantir PLTR Stock Holding History

Perfromance Wealth Partners’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	$3.34M	Sell	28,654 -1,994	-7%	-$272K	0.08%	54
2026 Q1	$4.48M	Buy	30,648 +395	+1%	+$60.4K	0.13%	35
2025 Q4	$5.38M	Buy	30,253 +199	+0.7%	+$36K	0.15%	30
2025 Q3	$5.48M	Buy	30,054 +2,042	+7%	+$331K	0.15%	29
2025 Q2	$3.82M	Sell	28,012 -780	-3%	-$91.5K	0.12%	32
2025 Q1	$2.43M	Sell	28,792 -542	-2%	-$47.6K	0.09%	39
2024 Q4	$2.22M	Buy	29,334 +8,435	+40%	+$491K	0.07%	45
2024 Q3	$777K	Buy	20,899 +8,124	+64%	+$249K	0.03%	72
2024 Q2	$324K	Buy	+12,775	New	+$288K	0.01%	117

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

Perfromance Wealth Partners's PLTR Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Palantir (PLTR) stake by 6.5% in Q2 2026, selling an estimated $272K and leaving 28,654 shares worth $3.34M. The position accounts for 0.08% of the portfolio, ranked #54.

Perfromance Wealth Partners first reported a position in PLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.48M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Perfromance Wealth Partners held 28,654 shares of Palantir worth $3.34M as of Q2 2026.
Perfromance Wealth Partners sold 1,994 Palantir shares in Q2 2026, an estimated $272K.
Palantir made up 0.08% of Perfromance Wealth Partners's portfolio in Q2 2026, its #54 holding.
Perfromance Wealth Partners first reported a position in Palantir in Q2 2024 and has held it in 9 quarters since.
Perfromance Wealth Partners's Palantir position peaked at $5.48M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.