Sard Wealth Management Group’s Palantir PLTR Stock Holding History

Sard Wealth Management 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	$560K	Sell	4,800 -370	-7%	-$50.5K	0.27%	34
2026 Q1	$756K	Sell	5,170 -12	-0.2%	-$1.83K	0.41%	27
2025 Q4	$921K	Buy	5,182 +1,841	+55%	+$333K	0.51%	21
2025 Q3	$609K	Sell	3,341 -195	-6%	-$31.6K	0.35%	29
2025 Q2	$482K	Buy	3,536 +437	+14%	+$51.3K	0.3%	31
2025 Q1	$262K	Buy	3,099 +159	+5%	+$14K	0.18%	39
2024 Q4	$222K	Buy	+2,940	New	+$171K	0.15%	41

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

Sard Wealth Management Group's PLTR Position: Q2 2026 in Review

Sard Wealth Management Group reduced its Palantir (PLTR) stake by 7.2% in Q2 2026, selling an estimated $50.5K and leaving 4,800 shares worth $560K. The position accounts for 0.27% of the portfolio, ranked #34.

Sard Wealth Management Group first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Sard Wealth Management Group held 4,800 shares of Palantir worth $560K as of Q2 2026.
Sard Wealth Management Group sold 370 Palantir shares in Q2 2026, an estimated $50.5K.
Palantir made up 0.27% of Sard Wealth Management Group's portfolio in Q2 2026, its #34 holding.
Sard Wealth Management Group first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Sard Wealth Management Group's Palantir position peaked at $921K in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.