Primoris Wealth Advisors’s Palantir PLTR Stock Holding History

Primoris 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	$2.52M	Sell	21,575 -3,593	-14%	-$490K	1.15%	26
2026 Q1	$3.68M	Sell	25,168 -1,882	-7%	-$288K	2.58%	14
2025 Q4	$4.81M	Sell	27,050 -650	-2%	-$118K	2.88%	8
2025 Q3	$5.05M	Sell	27,700 -100	-0.4%	-$16.2K	3.21%	7
2025 Q2	$3.79M	Sell	27,800 -4,700	-14%	-$551K	2.59%	13
2025 Q1	$2.74M	Sell	32,500 -14,050	-30%	-$1.23M	2.12%	14
2024 Q4	$3.52M	Sell	46,550 -2,200	-5%	-$128K	2.68%	12
2024 Q3	$1.81M	Sell	48,750 -500	-1%	-$15.3K	1.32%	25
2024 Q2	$1.25M	Buy	+49,250	New	+$1.11M	1%	32

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

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

Primoris Wealth Advisors reduced its Palantir (PLTR) stake by 14% in Q2 2026, selling an estimated $490K and leaving 21,575 shares worth $2.52M. The position accounts for 1.15% of the portfolio, ranked #26.

Primoris Wealth Advisors first reported a position in PLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.05M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Primoris Wealth Advisors held 21,575 shares of Palantir worth $2.52M as of Q2 2026.
Primoris Wealth Advisors sold 3,593 Palantir shares in Q2 2026, an estimated $490K.
Palantir made up 1.15% of Primoris Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Primoris Wealth Advisors first reported a position in Palantir in Q2 2024 and has held it in 9 quarters since.
Primoris Wealth Advisors's Palantir position peaked at $5.05M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.