Private Wealth Management Group’s Palantir PLTR Stock Holding History

Private Wealth Management 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 Q2	$6.5M	Buy	55,741 +200	+0.4%	+$27.3K	1.51%	17
2026 Q1	$8.12M	Sell	55,541 -125	-0.2%	-$19.1K	2.13%	15
2025 Q4	$9.89M	Sell	55,666 -4	-0%	-$724	2.64%	14
2025 Q3	$10.2M	Sell	55,670 -35	-0.1%	-$5.67K	2.8%	14
2025 Q2	$7.59M	Sell	55,705 -3,732	-6%	-$438K	2.52%	15
2025 Q1	$5.02M	Sell	59,437 -18,496	-24%	-$1.62M	1.85%	16
2024 Q4	$5.89M	Sell	77,933 -4,729	-6%	-$275K	2.26%	15
2024 Q3	$3.08M	Sell	82,662 -5,389	-6%	-$165K	1.21%	18
2024 Q2	$2.23M	Buy	88,051 +417	+0.5%	+$9.39K	0.97%	18
2024 Q1	$2.02M	Sell	87,634 -21,587	-20%	-$460K	0.91%	19
2023 Q4	$1.88M	Buy	+109,221	New	+$1.95M	0.92%	21

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

Private Wealth Management Group's PLTR Position: Q2 2026 in Review

Private Wealth Management Group increased its Palantir (PLTR) stake by 0.36% in Q2 2026, buying an estimated $27.3K and bringing the position to 55,741 shares worth $6.5M. The position accounts for 1.51% of the portfolio, ranked #17.

Private Wealth Management Group first reported a position in PLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Private Wealth Management Group held 55,741 shares of Palantir worth $6.5M as of Q2 2026.
Private Wealth Management Group bought 200 Palantir shares in Q2 2026, an estimated $27.3K.
Palantir made up 1.51% of Private Wealth Management Group's portfolio in Q2 2026, its #17 holding.
Private Wealth Management Group first reported a position in Palantir in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Palantir position peaked at $10.2M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.