SageView Advisory Group’s Palantir PLTR Stock Holding History

SageView Advisory Group’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	$690K	Sell	5,912 -1,168	-16%	-$159K	0.02%	306
2026 Q1	$1.04M	Sell	7,080 -893	-11%	-$137K	0.04%	230
2025 Q4	$1.42M	Sell	7,973 -317	-4%	-$57.4K	0.05%	208
2025 Q3	$1.51M	Buy	8,290 +2,333	+39%	+$378K	0.05%	204
2025 Q2	$940K	Buy	5,957 +631	+12%	+$74K	0.04%	253
2025 Q1	$450K	Sell	5,326 -738	-12%	-$64.8K	0.02%	369
2024 Q4	$459K	Buy	+6,064	New	+$353K	0.02%	358

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

SageView Advisory Group's PLTR Position: Q2 2026 in Review

SageView Advisory Group reduced its Palantir (PLTR) stake by 16% in Q2 2026, selling an estimated $159K and leaving 5,912 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #306.

SageView Advisory Group first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

SageView Advisory Group held 5,912 shares of Palantir worth $690K as of Q2 2026.
SageView Advisory Group sold 1,168 Palantir shares in Q2 2026, an estimated $159K.
Palantir made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #306 holding.
SageView Advisory Group first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
SageView Advisory Group's Palantir position peaked at $1.51M in Q3 2025.
2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.