PWA
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Provenance Wealth Advisors’s Palantir PLTR Stock Holding History

Provenance Wealth Advisors’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 		$14.3K Buy
123
+29
+31% +$3.96K ﹤0.01% 318
2026
Q1 		$13.8K Sell
94
-497
-84% -$76K ﹤0.01% 295
2025
Q4 		$105K Hold
591
– – 0.01% 150
2025
Q3 		$108K Buy
591
+497
+529% +$80.5K 0.01% 162
2025
Q2 		$12.8K Hold
94
– – ﹤0.01% 299
2025
Q1 		$7.93K Buy
+94
New +$8.26K ﹤0.01% 325

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

Provenance Wealth Advisors's PLTR Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Palantir (PLTR) stake by 31% in Q2 2026, buying an estimated $3.96K and bringing the position to 123 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Provenance Wealth Advisors first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $108K in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Provenance Wealth Advisors held 123 shares of Palantir worth $14.3K as of Q2 2026.
  • Provenance Wealth Advisors bought 29 Palantir shares in Q2 2026, an estimated $3.96K.
  • Palantir made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #318 holding.
  • Provenance Wealth Advisors first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Provenance Wealth Advisors's Palantir position peaked at $108K in Q3 2025.
  • 2,852 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.