Schrum Private Wealth Management’s Palantir PLTR Stock Holding History

Schrum Private Wealth Management’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	$228K	Sell	3,822 -4,674	-55%	-$638K	0.23%	100
2026 Q1	$1.24M	Buy	8,496 +1,664	+24%	+$254K	0.95%	26
2025 Q4	$1.21M	Sell	6,832 -99	-1%	-$17.9K	0.9%	27
2025 Q3	$1.26M	Buy	6,931 +9	+0.1%	+$1.46K	0.93%	28
2025 Q2	$944K	Sell	6,922 -129	-2%	-$15.1K	0.76%	35
2025 Q1	$595K	Sell	7,051 -524	-7%	-$46K	0.52%	55
2024 Q4	$573K	Sell	7,575 -4,695	-38%	-$273K	0.49%	57
2024 Q3	$456K	Buy	+12,270	New	+$377K	0.24%	101

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

Schrum Private Wealth Management's PLTR Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Palantir (PLTR) stake by 55% in Q2 2026, selling an estimated $638K and leaving 3,822 shares worth $228K. The position accounts for 0.23% of the portfolio, ranked #100.

Schrum Private Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Schrum Private Wealth Management held 3,822 shares of Palantir worth $228K as of Q2 2026.
Schrum Private Wealth Management sold 4,674 Palantir shares in Q2 2026, an estimated $638K.
Palantir made up 0.23% of Schrum Private Wealth Management's portfolio in Q2 2026, its #100 holding.
Schrum Private Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
Schrum Private Wealth Management's Palantir position peaked at $1.26M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.