Sax Wealth Advisors’s Palantir PLTR Stock Holding History

Sax 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	$1.34M	Buy	9,194 +3,274	+55%	+$447K	0.05%	189
2026 Q1	$1.05M	Sell	5,920 -2,152	-27%	-$329K	0.05%	189
2025 Q4	$1.43M	Buy	8,072 +2,244	+39%	+$406K	0.07%	149
2025 Q3	$1.06M	Buy	5,828 +3,093	+113%	+$501K	0.06%	179
2025 Q2	$373K	Sell	2,735 -1,009	-27%	-$118K	0.02%	301
2025 Q1	$316K	Buy	3,744 +480	+15%	+$42.2K	0.02%	288
2024 Q4	$247K	Buy	+3,264	New	+$190K	0.02%	293

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Sax Wealth Advisors increased its Palantir (PLTR) stake by 55% in Q2 2026, buying an estimated $447K and bringing the position to 9,194 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #189.

Sax Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2025. 613 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Sax Wealth Advisors held 9,194 shares of Palantir worth $1.34M as of Q2 2026.
Sax Wealth Advisors bought 3,274 Palantir shares in Q2 2026, an estimated $447K.
Palantir made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Sax Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's Palantir position peaked at $1.43M in Q4 2025.
613 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.