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Prosperity Financial Group’s Palantir PLTR Stock Holding History

Prosperity Financial 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
2025
Q1 		– Sell
-3,500
Closed -$265K – 190
2024
Q4 		$265K Buy
+3,500
New +$204K 0.13% 128

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 $3.38T AUM 44.17% 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

Prosperity Financial Group's PLTR Position: Q2 2026 in Review

Prosperity Financial Group increased its Palantir (PLTR) stake by 0.08% in Q2 2026, buying an estimated $2.59K and bringing the position to 24,494 shares worth $2.86M. The position accounts for 0.89% of the portfolio, ranked #38.

Prosperity Financial Group first reported a position in PLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.76M in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Prosperity Financial Group held 24,494 shares of Palantir worth $2.86M as of Q2 2026.
  • Prosperity Financial Group bought 19 Palantir shares in Q2 2026, an estimated $2.59K.
  • Palantir made up 0.89% of Prosperity Financial Group's portfolio in Q2 2026, its #38 holding.
  • Prosperity Financial Group first reported a position in Palantir in Q4 2023 and has held it in 11 quarters since.
  • Prosperity Financial Group's Palantir position peaked at $4.76M in Q3 2025.
  • 2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.