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Rooted Wealth Advisors’s Palantir PLTR Stock Holding History

Rooted Wealth 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 		$681K Buy
5,841
+3,491
+149% +$476K 0.17% 79
2026
Q1 		$343K Buy
2,350
+39
+2% +$5.96K 0.09% 104
2025
Q4 		$322K Sell
2,311
-5
-0.2% -$905 0.09% 110
2025
Q3 		$401K Buy
+2,316
New +$375K 0.12% 83

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

Rooted Wealth Advisors's PLTR Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Palantir (PLTR) stake by 149% in Q2 2026, buying an estimated $476K and bringing the position to 5,841 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #79.

Rooted Wealth Advisors first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Rooted Wealth Advisors held 5,841 shares of Palantir worth $681K as of Q2 2026.
  • Rooted Wealth Advisors bought 3,491 Palantir shares in Q2 2026, an estimated $476K.
  • Palantir made up 0.17% of Rooted Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Rooted Wealth Advisors first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.