Rockline Wealth Management’s Palantir PLTR Stock Holding History

Rockline Wealth 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	$12.1M	Sell	103,536 -6,521	-6%	-$890K	2.31%	8
2026 Q1	$16.1M	Sell	110,057 -4,615	-4%	-$706K	3.5%	7
2025 Q4	$20.4M	Buy	114,672 +1,662	+1%	+$301K	4.16%	5
2025 Q3	$20.6M	Sell	113,010 -4,580	-4%	-$742K	4.27%	5
2025 Q2	$16M	Buy	117,590 +6,357	+6%	+$746K	3.79%	5
2025 Q1	$9.39M	Buy	111,233 +23,204	+26%	+$2.04M	2.61%	6
2024 Q4	$6.66M	Buy	88,029 +17,567	+25%	+$1.02M	1.78%	12
2024 Q3	$2.62M	Buy	70,462 +10,822	+18%	+$332K	0.74%	46
2024 Q2	$1.51M	Buy	59,640 +3,047	+5%	+$68.6K	0.47%	53
2024 Q1	$1.3M	Buy	56,593 +8,083	+17%	+$172K	0.46%	54
2023 Q4	$833K	Buy	+48,510	New	+$864K	0.35%	62

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockline Wealth Management's PLTR Position: Q2 2026 in Review

Rockline Wealth Management reduced its Palantir (PLTR) stake by 5.9% in Q2 2026, selling an estimated $890K and leaving 103,536 shares worth $12.1M. The position accounts for 2.31% of the portfolio, ranked #8.

Rockline Wealth Management first reported a position in PLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.6M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Rockline Wealth Management held 103,536 shares of Palantir worth $12.1M as of Q2 2026.
Rockline Wealth Management sold 6,521 Palantir shares in Q2 2026, an estimated $890K.
Palantir made up 2.31% of Rockline Wealth Management's portfolio in Q2 2026, its #8 holding.
Rockline Wealth Management first reported a position in Palantir in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's Palantir position peaked at $20.6M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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