Root Financial Partners’s Palantir PLTR Stock Holding History

Root Financial Partners’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	$1.87M	Buy	15,999 +176	+1%	+$24K	0.07%	80
2026 Q1	$2.31M	Sell	15,823 -6,740	-30%	-$1.03M	0.11%	57
2025 Q4	$4.01M	Buy	22,563 +15,881	+238%	+$2.87M	0.2%	40
2025 Q3	$1.22M	Buy	6,682 +282	+4%	+$45.7K	0.08%	76
2025 Q2	$872K	Buy	6,400 +1,734	+37%	+$203K	0.08%	82
2025 Q1	$394K	Sell	4,666 -1,467	-24%	-$129K	0.04%	132
2024 Q4	$464K	Buy	+6,133	New	+$357K	0.06%	120

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

Root Financial Partners's PLTR Position: Q2 2026 in Review

Root Financial Partners increased its Palantir (PLTR) stake by 1.1% in Q2 2026, buying an estimated $24K and bringing the position to 15,999 shares worth $1.87M. The position accounts for 0.07% of the portfolio, ranked #80.

Root Financial Partners first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.01M in Q4 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Root Financial Partners held 15,999 shares of Palantir worth $1.87M as of Q2 2026.
Root Financial Partners bought 176 Palantir shares in Q2 2026, an estimated $24K.
Palantir made up 0.07% of Root Financial Partners's portfolio in Q2 2026, its #80 holding.
Root Financial Partners first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's Palantir position peaked at $4.01M in Q4 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.