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Proactive Wealth Strategies’s Palantir PLTR Stock Holding History

Proactive Wealth Strategies’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 		$975K Buy
8,360
+230
+3% +$31.4K 0.16% 108
2026
Q1 		$1.19M Buy
8,130
+4,475
+122% +$684K 0.22% 97
2025
Q4 		$650K Sell
3,655
-700
-16% -$127K 0.26% 85
2025
Q3 		$794K Sell
4,355
-20
-0.5% -$3.24K 0.34% 70
2025
Q2 		$596K Buy
4,375
+75
+2% +$8.8K 0.28% 79
2025
Q1 		$363K Sell
4,300
-200
-4% -$17.6K 0.19% 97
2024
Q4 		$340K Buy
+4,500
New +$262K 0.18% 98

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Proactive Wealth Strategies's PLTR Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Palantir (PLTR) stake by 2.8% in Q2 2026, buying an estimated $31.4K and bringing the position to 8,360 shares worth $975K. The position accounts for 0.16% of the portfolio, ranked #108.

Proactive Wealth Strategies first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 1,920 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Proactive Wealth Strategies held 8,360 shares of Palantir worth $975K as of Q2 2026.
  • Proactive Wealth Strategies bought 230 Palantir shares in Q2 2026, an estimated $31.4K.
  • Palantir made up 0.16% of Proactive Wealth Strategies's portfolio in Q2 2026, its #108 holding.
  • Proactive Wealth Strategies first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Proactive Wealth Strategies's Palantir position peaked at $1.19M in Q1 2026.
  • 1,920 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.