RIM
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Rockbridge Investment Management’s Palantir PLTR Stock Holding History

Rockbridge Investment Management’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 		$1.02M Buy
8,782
+10
+0.1% +$1.36K 0.08% 67
2026
Q1 		$1.28M Sell
8,772
-5
-0.1% -$764 0.12% 56
2025
Q4 		$1.56M Sell
8,777
-50
-0.6% -$9.05K 0.15% 47
2025
Q3 		$1.61M Hold
8,827
– – 0.16% 47
2025
Q2 		$1.2M Buy
8,827
+329
+4% +$38.6K 0.13% 57
2025
Q1 		$717K Sell
8,498
-70
-0.8% -$6.15K 0.08% 68
2024
Q4 		$648K Buy
8,568
+214
+3% +$12.5K 0.08% 70
2024
Q3 		$311K Buy
8,354
+50
+0.6% +$1.53K 0.04% 103
2024
Q2 		$210K Buy
+8,304
New +$187K 0.03% 112
2024
Q1 		– Sell
-8,304
Closed -$143K – 494
2023
Q4 		$143K Buy
+8,304
New +$148K 0.02% 143
2022
Q3 		– Sell
-8,304
Closed -$75.3K – 466
2022
Q2 		$75.3K Buy
8,304
+6,119
+280% +$60.5K 0.02% 184
2022
Q1 		$30.2K Hold
2,185
– – ﹤0.01% 364
2021
Q4 		$40K Hold
2,185
– – 0.01% 382
2021
Q3 		$53K Hold
2,185
– – 0.01% 310
2021
Q2 		$58K Hold
2,185
– – 0.01% 293
2021
Q1 		$51K Hold
2,185
– – 0.01% 288
2020
Q4 		$51K Buy
2,185
+1,185
+119% +$21.2K 0.01% 280
2020
Q3 		$10K Buy
+1,000
New +$9.5K ﹤0.01% 469

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

Rockbridge Investment Management's PLTR Position: Q2 2026 in Review

Rockbridge Investment Management increased its Palantir (PLTR) stake by 0.11% in Q2 2026, buying an estimated $1.36K and bringing the position to 8,782 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #67.

Rockbridge Investment Management first reported a position in PLTR in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.61M in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Rockbridge Investment Management held 8,782 shares of Palantir worth $1.02M as of Q2 2026.
  • Rockbridge Investment Management bought 10 Palantir shares in Q2 2026, an estimated $1.36K.
  • Palantir made up 0.08% of Rockbridge Investment Management's portfolio in Q2 2026, its #67 holding.
  • Rockbridge Investment Management first reported a position in Palantir in Q3 2020 and has held it in 18 quarters since.
  • Rockbridge Investment Management's Palantir position peaked at $1.61M in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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