Sequoia Financial Advisors’s Palantir PLTR Stock Holding History

Sequoia Financial 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	$28.4M	Buy	243,293 +6,397	+3%	+$873K	0.14%	113
2026 Q1	$34.7M	Buy	236,896 +2,835	+1%	+$433K	0.19%	90
2025 Q4	$41.6M	Sell	234,061 -849	-0.4%	-$154K	0.23%	79
2025 Q3	$42.9M	Sell	234,910 -60,458	-20%	-$9.8M	0.26%	76
2025 Q2	$40.3M	Buy	295,368 +10,560	+4%	+$1.24M	0.28%	74
2025 Q1	$24M	Buy	284,808 +3,080	+1%	+$270K	0.19%	107
2024 Q4	$21.3M	Sell	281,728 -8,478	-3%	-$494K	0.21%	103
2024 Q3	$10.8M	Sell	290,206 -2,265	-0.8%	-$69.5K	0.12%	144
2024 Q2	$7.41M	Buy	292,471 +60,747	+26%	+$1.37M	0.09%	155
2024 Q1	$5.33M	Buy	231,724 +29,435	+15%	+$627K	0.07%	194
2023 Q4	$3.47M	Buy	202,289 +179,884	+803%	+$3.2M	0.04%	254
2023 Q3	$358K	Buy	22,405 +1,091	+5%	+$17.4K	0.01%	618
2023 Q2	$327K	Buy	+21,314	New	+$242K	0.01%	662

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

Sequoia Financial Advisors's PLTR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Palantir (PLTR) stake by 2.7% in Q2 2026, buying an estimated $873K and bringing the position to 243,293 shares worth $28.4M. The position accounts for 0.14% of the portfolio, ranked #113.

Sequoia Financial Advisors first reported a position in PLTR in Q2 2023 and has held it in 13 quarters since. The position peaked at $42.9M in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Sequoia Financial Advisors held 243,293 shares of Palantir worth $28.4M as of Q2 2026.
Sequoia Financial Advisors bought 6,397 Palantir shares in Q2 2026, an estimated $873K.
Palantir made up 0.14% of Sequoia Financial Advisors's portfolio in Q2 2026, its #113 holding.
Sequoia Financial Advisors first reported a position in Palantir in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's Palantir position peaked at $42.9M in Q3 2025.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.