Phoenix Financial’s Palantir PLTR Stock Holding History

Phoenix Financial’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	$1.93M	Sell	16,563 -5,613	-25%	-$766K	0.01%	197
2026 Q1	$3.24M	Sell	22,176 -6,155	-22%	-$941K	0.03%	143
2025 Q4	$5.04M	Sell	28,331 -961	-3%	-$174K	0.05%	132
2025 Q3	$5.34M	Buy	29,292 +11,824	+68%	+$1.92M	0.07%	127
2025 Q2	$2.38M	Buy	+17,468	New	+$2.05M	0.03%	171

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 $3.38T AUM 44.17% 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

Phoenix Financial's PLTR Position: Q2 2026 in Review

Phoenix Financial reduced its Palantir (PLTR) stake by 25% in Q2 2026, selling an estimated $766K and leaving 16,563 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #197.

Phoenix Financial first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.34M in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Phoenix Financial held 16,563 shares of Palantir worth $1.93M as of Q2 2026.
Phoenix Financial sold 5,613 Palantir shares in Q2 2026, an estimated $766K.
Palantir made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #197 holding.
Phoenix Financial first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
Phoenix Financial's Palantir position peaked at $5.34M in Q3 2025.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.