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Regal Investment Advisors’s Palantir PLTR Stock Holding History

Regal Investment 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 		$273K Buy
2,344
+33
+1% +$4.5K 0.01% 595
2026
Q1 		$338K Sell
2,311
-422
-15% -$64.5K 0.02% 510
2025
Q4 		$486K Sell
2,733
-351
-11% -$63.5K 0.03% 432
2025
Q3 		$563K Buy
3,084
+1,057
+52% +$171K 0.04% 357
2025
Q2 		$276K Sell
2,027
-6,134
-75% -$719K 0.02% 443
2025
Q1 		$689K Sell
8,161
-3,487
-30% -$306K 0.06% 269
2024
Q4 		$881K Sell
11,648
-21,490
-65% -$1.25M 0.07% 243
2024
Q3 		$1.23M Sell
33,138
-37,484
-53% -$1.15M 0.09% 222
2024
Q2 		$1.79M Buy
70,622
+12,367
+21% +$278K 0.12% 190
2024
Q1 		$1.34M Buy
58,255
+7,443
+15% +$159K 0.09% 211
2023
Q4 		$872K Buy
50,812
+1,472
+3% +$26.2K 0.07% 245
2023
Q3 		$789K Buy
49,340
+33,670
+215% +$536K 0.07% 233
2023
Q2 		$240K Buy
15,670
+92
+0.6% +$1.05K 0.02% 443
2023
Q1 		$132K Buy
+15,578
New +$122K 0.01% 493
2022
Q4 		– Sell
-49,132
Closed -$399K – 508
2022
Q3 		$399K Sell
49,132
-1,895
-4% -$16.9K 0.04% 304
2022
Q2 		$463K Sell
51,027
-1,963
-4% -$19.4K 0.05% 295
2022
Q1 		$728K Buy
52,990
+5,902
+13% +$78.7K 0.07% 256
2021
Q4 		$857K Sell
47,088
-1,194
-2% -$26.4K 0.08% 265
2021
Q3 		$1.16M Buy
48,282
+956
+2% +$23.3K 0.11% 196
2021
Q2 		$1.25M Buy
+47,326
New +$1.09M 0.13% 171

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

Regal Investment Advisors's PLTR Position: Q2 2026 in Review

Regal Investment Advisors increased its Palantir (PLTR) stake by 1.4% in Q2 2026, buying an estimated $4.5K and bringing the position to 2,344 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #595.

Regal Investment Advisors first reported a position in PLTR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q2 2024. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Regal Investment Advisors held 2,344 shares of Palantir worth $273K as of Q2 2026.
  • Regal Investment Advisors bought 33 Palantir shares in Q2 2026, an estimated $4.5K.
  • Palantir made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #595 holding.
  • Regal Investment Advisors first reported a position in Palantir in Q2 2021 and has held it in 20 quarters since.
  • Regal Investment Advisors's Palantir position peaked at $1.79M in Q2 2024.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.