SWM
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Segment Wealth Management’s Palantir PLTR Stock Holding History

Segment 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 		$2.21M Buy
18,979
+1,126
+6% +$154K 0.11% 117
2026
Q1 		$2.61M Buy
+17,853
New +$2.73M 0.15% 100
2023
Q3 		– Sell
-72,083
Closed -$1.11M – 223
2023
Q2 		$1.11M Buy
+72,083
New +$819K 0.11% 109

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
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
US
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Segment Wealth Management's PLTR Position: Q2 2026 in Review

Segment Wealth Management increased its Palantir (PLTR) stake by 6.3% in Q2 2026, buying an estimated $154K and bringing the position to 18,979 shares worth $2.21M. The position accounts for 0.11% of the portfolio, ranked #117.

Segment Wealth Management first reported a position in PLTR in Q2 2023 and has held it in 3 quarters since. The position peaked at $2.61M in Q1 2026. 613 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Segment Wealth Management held 18,979 shares of Palantir worth $2.21M as of Q2 2026.
  • Segment Wealth Management bought 1,126 Palantir shares in Q2 2026, an estimated $154K.
  • Palantir made up 0.11% of Segment Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Segment Wealth Management first reported a position in Palantir in Q2 2023 and has held it in 3 quarters since.
  • Segment Wealth Management's Palantir position peaked at $2.61M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.