Private Client Services’s Palantir PLTR Stock Holding History

Private Client Services’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	$712K	Sell	6,099 -856	-12%	-$117K	0.19%	99
2026 Q1	$1.02M	Sell	6,955 -776	-10%	-$119K	0.3%	65
2025 Q4	$1.37M	Buy	7,731 +135	+2%	+$24.4K	0.43%	56
2025 Q3	$1.39M	Sell	7,596 -791	-9%	-$128K	0.46%	54
2025 Q2	$1.14M	Buy	8,387 +4,429	+112%	+$519K	0.45%	57
2025 Q1	$334K	Buy	+3,958	New	+$348K	0.17%	122

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Private Client Services's PLTR Position: Q2 2026 in Review

Private Client Services reduced its Palantir (PLTR) stake by 12% in Q2 2026, selling an estimated $117K and leaving 6,099 shares worth $712K. The position accounts for 0.19% of the portfolio, ranked #99.

Private Client Services first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q3 2025. 613 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Private Client Services held 6,099 shares of Palantir worth $712K as of Q2 2026.
Private Client Services sold 856 Palantir shares in Q2 2026, an estimated $117K.
Palantir made up 0.19% of Private Client Services's portfolio in Q2 2026, its #99 holding.
Private Client Services first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
Private Client Services's Palantir position peaked at $1.39M in Q3 2025.
613 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.