Physician Wealth Advisors’s Palantir PLTR Stock Holding History

Physician Wealth Advisors’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	$172K	Sell	1,476 -2,323	-61%	-$317K	0.02%	232
2026 Q1	$556K	Sell	3,799 -164	-4%	-$25.1K	0.08%	100
2025 Q4	$704K	Sell	3,963 -171	-4%	-$31K	0.1%	86
2025 Q3	$754K	Buy	4,134 +2,057	+99%	+$333K	0.11%	79
2025 Q2	$283K	Buy	2,077 +470	+29%	+$55.1K	0.04%	143
2025 Q1	$136K	Buy	1,607 +635	+65%	+$55.8K	0.02%	225
2024 Q4	$73.5K	Buy	+972	New	+$56.6K	0.01%	291

Other funds holding PLTR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Physician Wealth Advisors's PLTR Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Palantir (PLTR) stake by 61% in Q2 2026, selling an estimated $317K and leaving 1,476 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #232.

Physician Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q3 2025. 1,307 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Physician Wealth Advisors held 1,476 shares of Palantir worth $172K as of Q2 2026.
Physician Wealth Advisors sold 2,323 Palantir shares in Q2 2026, an estimated $317K.
Palantir made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #232 holding.
Physician Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Palantir position peaked at $754K in Q3 2025.
1,307 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.