PlanVest Financial’s Palantir PLTR Stock Holding History

PlanVest 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	$40.8K	Hold	350	–	–	0.03%	249
2026 Q1	$51.2K	Buy	+350	New	+$53.5K	0.04%	204

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

PlanVest Financial's PLTR Position: Q2 2026 in Review

PlanVest Financial held its Palantir (PLTR) position steady in Q2 2026 at 350 shares worth $40.8K. The position accounts for 0.03% of the portfolio, ranked #249.

PlanVest Financial first reported a position in PLTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $51.2K in Q1 2026. 2,779 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

PlanVest Financial held 350 shares of Palantir worth $40.8K as of Q2 2026.
PlanVest Financial left its Palantir share count unchanged in Q2 2026.
Palantir made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #249 holding.
PlanVest Financial first reported a position in Palantir in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Palantir position peaked at $51.2K in Q1 2026.
2,779 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.