PWG
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Portside Wealth Group’s Palantir PLTR Stock Holding History

Portside Wealth Group’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
Q1 		– Sell
-2,500
Closed -$444K – 511
2025
Q4 		$444K Buy
+2,500
New +$453K 0.06% 284

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Portside Wealth Group's PLTR Position: Q2 2026 in Review

Portside Wealth Group reduced its Palantir (PLTR) stake by 13% in Q2 2026, selling an estimated $241K and leaving 11,791 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #144.

Portside Wealth Group first reported a position in PLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.64M in Q4 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Portside Wealth Group held 11,791 shares of Palantir worth $1.38M as of Q2 2026.
  • Portside Wealth Group sold 1,766 Palantir shares in Q2 2026, an estimated $241K.
  • Palantir made up 0.16% of Portside Wealth Group's portfolio in Q2 2026, its #144 holding.
  • Portside Wealth Group first reported a position in Palantir in Q2 2024 and has held it in 9 quarters since.
  • Portside Wealth Group's Palantir position peaked at $2.64M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.