PWM
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Perigon Wealth Management’s Palantir PLTR Stock Holding History

Perigon 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
2025
Q1 		– Hold
0
– -$17.1K – 1083
2024
Q4 		– Hold
0
– – – 1042

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

Perigon Wealth Management's PLTR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Palantir (PLTR) stake by 12% in Q2 2026, selling an estimated $1.55M and leaving 83,708 shares worth $9.77M. The position accounts for 0.15% of the portfolio, ranked #135.

Perigon Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $16M in Q2 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Perigon Wealth Management held 83,708 shares of Palantir worth $9.77M as of Q2 2026.
  • Perigon Wealth Management sold 11,394 Palantir shares in Q2 2026, an estimated $1.55M.
  • Palantir made up 0.15% of Perigon Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Perigon Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • Perigon Wealth Management's Palantir position peaked at $16M in Q2 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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