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SFMG Wealth Advisors’s Palantir PLTR Stock Holding History

SFMG Wealth 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 		– Sell
-400
Closed -$58.5K – 358
2026
Q1 		$58.5K Buy
+400
New +$61.2K ﹤0.01% 319

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

SFMG Wealth Advisors's PLTR Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Palantir (PLTR) stake by 2.3% in Q2 2026, buying an estimated $55.5K and bringing the position to 18,278 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #76.

SFMG Wealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.01M in Q4 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • SFMG Wealth Advisors held 18,278 shares of Palantir worth $2.13M as of Q2 2026.
  • SFMG Wealth Advisors bought 407 Palantir shares in Q2 2026, an estimated $55.5K.
  • Palantir made up 0.13% of SFMG Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • SFMG Wealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's Palantir position peaked at $3.01M in Q4 2025.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.