Sheets Smith Wealth Management’s Palantir PLTR Stock Holding History

Sheets Smith 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	$1.6M	Buy	13,695 +2,200	+19%	+$300K	0.16%	134
2026 Q1	$1.68M	Buy	11,495 +44	+0.4%	+$6.73K	0.19%	118
2025 Q4	$2.04M	Buy	11,451 +131	+1%	+$23.7K	0.22%	101
2025 Q3	$2.06M	Buy	11,320 +4,991	+79%	+$809K	0.23%	92
2025 Q2	$863K	Sell	6,329 -23	-0.4%	-$2.7K	0.1%	190
2025 Q1	$536K	Sell	6,352 -6,317	-50%	-$555K	0.07%	240
2024 Q4	$958K	Buy	12,669 +3,747	+42%	+$218K	0.12%	165
2024 Q3	$332K	Buy	+8,922	New	+$274K	0.04%	307
2024 Q2	–	Sell	-19,125	Closed	-$440K	–	397
2024 Q1	$440K	Buy	+19,125	New	+$408K	0.05%	265
2022 Q1	–	Sell	-12,100	Closed	-$220K	–	379
2021 Q4	$220K	Buy	12,100 +50	+0.4%	+$1.1K	0.03%	346
2021 Q3	$290K	Buy	+12,050	New	+$294K	0.04%	305

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

Sheets Smith Wealth Management's PLTR Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Palantir (PLTR) stake by 19% in Q2 2026, buying an estimated $300K and bringing the position to 13,695 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #134.

Sheets Smith Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.06M in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Sheets Smith Wealth Management held 13,695 shares of Palantir worth $1.6M as of Q2 2026.
Sheets Smith Wealth Management bought 2,200 Palantir shares in Q2 2026, an estimated $300K.
Palantir made up 0.16% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #134 holding.
Sheets Smith Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 11 quarters since.
Sheets Smith Wealth Management's Palantir position peaked at $2.06M in Q3 2025.
2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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