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Principia Wealth Advisory’s Palantir PLTR Stock Holding History

Principia Wealth Advisory’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 		$15.9K Sell
136
-69
-34% -$9.41K 0.01% 195
2026
Q1 		$30K Buy
205
+79
+63% +$12.1K 0.02% 140
2025
Q4 		$22.4K Buy
126
+19
+18% +$3.44K 0.01% 149
2025
Q3 		$19.5K Buy
107
+11
+11% +$1.78K 0.01% 163
2025
Q2 		$13.1K Buy
96
+22
+30% +$2.58K 0.01% 151
2025
Q1 		$6.81K Buy
74
+25
+51% +$2.19K 0.01% 160
2024
Q4 		$3.71K Buy
+49
New +$2.85K ﹤0.01% 174

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principia Wealth Advisory's PLTR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Palantir (PLTR) stake by 34% in Q2 2026, selling an estimated $9.41K and leaving 136 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #195.

Principia Wealth Advisory first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $30K in Q1 2026. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Principia Wealth Advisory held 136 shares of Palantir worth $15.9K as of Q2 2026.
  • Principia Wealth Advisory sold 69 Palantir shares in Q2 2026, an estimated $9.41K.
  • Palantir made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #195 holding.
  • Principia Wealth Advisory first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Palantir position peaked at $30K in Q1 2026.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.