Roger Wittlin Investment Advisory’s Palantir PLTR Stock Holding History

Roger Wittlin Investment Advisory’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	$623K	Hold	5,336	–	–	0.49%	28
2026 Q1	$781K	Hold	5,336	–	–	0.64%	25
2025 Q4	$948K	Sell	5,336 -6,642	-55%	-$1.2M	0.66%	23
2025 Q3	$2.19M	Hold	11,978	–	–	1.21%	16
2025 Q2	$1.63M	Hold	11,978	–	–	0.91%	21
2025 Q1	$1.01M	Hold	11,978	–	–	0.59%	23
2024 Q4	$906K	Sell	11,978 -1,978	-14%	-$115K	0.51%	25
2024 Q3	$519K	Hold	13,956	–	–	0.3%	32
2024 Q2	$354K	Hold	13,956	–	–	0.23%	33
2024 Q1	$321K	Hold	13,956	–	–	0.23%	35
2023 Q4	$240K	Hold	13,956	–	–	0.18%	37
2023 Q3	$223K	Hold	13,956	–	–	0.19%	37
2023 Q2	$214K	Hold	13,956	–	–	0.17%	40
2023 Q1	$118K	Buy	+13,956	New	+$109K	0.11%	42
2022 Q3	–	Sell	-15,810	Closed	-$143K	–	22
2022 Q2	$143K	Hold	15,810	–	–	0.14%	29
2022 Q1	$217K	Sell	15,810 -84,275	-84%	-$1.12M	0.2%	24
2021 Q4	$1.82M	Buy	+100,085	New	+$2.21M	1.43%	13

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Roger Wittlin Investment Advisory's PLTR Position: Q2 2026 in Review

Roger Wittlin Investment Advisory held its Palantir (PLTR) position steady in Q2 2026 at 5,336 shares worth $623K. The position accounts for 0.49% of the portfolio, ranked #28.

Roger Wittlin Investment Advisory first reported a position in PLTR in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.19M in Q3 2025. 808 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Roger Wittlin Investment Advisory held 5,336 shares of Palantir worth $623K as of Q2 2026.
Roger Wittlin Investment Advisory left its Palantir share count unchanged in Q2 2026.
Palantir made up 0.49% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #28 holding.
Roger Wittlin Investment Advisory first reported a position in Palantir in Q4 2021 and has held it in 17 quarters since.
Roger Wittlin Investment Advisory's Palantir position peaked at $2.19M in Q3 2025.
808 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.