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ProVise Management Group’s Palantir PLTR Stock Holding History

ProVise 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 		$401K Hold
3,440
– – 0.03% 199
2026
Q1 		$503K Buy
3,440
+296
+9% +$45.3K 0.04% 171
2025
Q4 		$559K Buy
3,144
+20
+0.6% +$3.62K 0.04% 167
2025
Q3 		$570K Buy
3,124
+50
+2% +$8.1K 0.04% 164
2025
Q2 		$419K Buy
+3,074
New +$361K 0.03% 182

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

ProVise Management Group's PLTR Position: Q2 2026 in Review

ProVise Management Group held its Palantir (PLTR) position steady in Q2 2026 at 3,440 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #199.

ProVise Management Group first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $570K in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • ProVise Management Group held 3,440 shares of Palantir worth $401K as of Q2 2026.
  • ProVise Management Group left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.03% of ProVise Management Group's portfolio in Q2 2026, its #199 holding.
  • ProVise Management Group first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • ProVise Management Group's Palantir position peaked at $570K in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.