Plan Group Financial’s Palantir PLTR Stock Holding History

Plan Group 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	–	Sell	-1,485	Closed	-$217K	–	271
2026 Q1	$217K	Buy	1,485 +120	+9%	+$18.3K	0.05%	209
2025 Q4	$243K	Sell	1,365 -234	-15%	-$42.4K	0.06%	172
2025 Q3	$292K	Buy	+1,599	New	+$259K	0.08%	145

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

Plan Group Financial's PLTR Position: Q2 2026 in Review

Plan Group Financial sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,485 shares — an estimated $217K sold.

Plan Group Financial first reported a position in PLTR in Q3 2025 and held it in 3 quarters. The position peaked at $292K in Q3 2025. 2,847 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Plan Group Financial reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 1,485 Palantir shares in Q2 2026, an estimated $217K.
Plan Group Financial first reported a position in Palantir in Q3 2025 and held it in 3 quarters.
Plan Group Financial's Palantir position peaked at $292K in Q3 2025.
2,847 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.