SDWIA
PLTR icon

Schwarz Dygos Wheeler Investment Advisors’s Palantir PLTR Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$645K Sell
5,529
-18
-0.3% -$2.46K 0.12% 99
2026
Q1 		$811K Sell
5,547
-50
-0.9% -$7.64K 0.17% 86
2025
Q4 		$995K Sell
5,597
-1,405
-20% -$254K 0.21% 74
2025
Q3 		$1.28M Sell
7,002
-335
-5% -$54.3K 0.27% 61
2025
Q2 		$1M Sell
7,337
-350
-5% -$41K 0.23% 68
2025
Q1 		$649K Sell
7,687
-11,166
-59% -$981K 0.15% 93
2024
Q4 		$1.43M Buy
18,853
+1,033
+6% +$60.2K 0.35% 54
2024
Q3 		$663K Buy
17,820
+63
+0.4% +$1.93K 0.17% 92
2024
Q2 		$450K Buy
17,757
+100
+0.6% +$2.25K 0.12% 97
2024
Q1 		$406K Buy
17,657
+1,850
+12% +$39.4K 0.11% 107
2023
Q4 		$271K Buy
15,807
+120
+0.8% +$2.14K 0.08% 126
2023
Q3 		$251K Buy
15,687
+495
+3% +$7.88K 0.09% 121
2023
Q2 		$233K Buy
15,192
+3,410
+29% +$38.8K 0.08% 128
2023
Q1 		$99.6K Buy
11,782
+1,077
+10% +$8.43K 0.04% 134
2022
Q4 		$68.7K Sell
10,705
-1,800
-14% -$13.6K 0.03% 129
2022
Q3 		$102K Sell
12,505
-500
-4% -$4.45K 0.05% 115
2022
Q2 		$118K Hold
13,005
– – 0.05% 126
2022
Q1 		$179K Buy
13,005
+2,750
+27% +$36.7K 0.06% 135
2021
Q4 		$187K Buy
+10,255
New +$226K 0.06% 132

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

Schwarz Dygos Wheeler Investment Advisors's PLTR Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Palantir (PLTR) stake by 0.32% in Q2 2026, selling an estimated $2.46K and leaving 5,529 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #99.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PLTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2024. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 5,529 shares of Palantir worth $645K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 18 Palantir shares in Q2 2026, an estimated $2.46K.
  • Palantir made up 0.12% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Palantir in Q4 2021 and has held it in 19 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Palantir position peaked at $1.43M in Q4 2024.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.