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
2025
Q2 		– Sell
-20,000
Closed -$1.69M – 164
2025
Q1 		$1.69M Buy
+20,000
New +$1.76M 0.4% 50
2024
Q4 		– Sell
-100
Closed -$3.72K – 161
2024
Q3 		$3.72K Buy
+100
New +$3.07K ﹤0.01% 152
2024
Q2 		– Sell
-100
Closed -$2.3K – 149
2024
Q1 		$2.3K Buy
+100
New +$2.13K ﹤0.01% 148

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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. 2,227 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.
  • 2,227 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.