SWIM
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Smallwood Wealth Investment Management’s Palantir PLTR Stock Holding History

Smallwood Wealth Investment 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 		$253K Buy
2,171
+100
+5% +$13.6K 0.11% 82
2026
Q1 		$303K Sell
2,071
-400
-16% -$61.2K 0.16% 65
2025
Q4 		$439K Hold
2,471
– – 0.23% 49
2025
Q3 		$451K Hold
2,471
– – 0.23% 55
2025
Q2 		$337K Buy
2,471
+46
+2% +$5.39K 0.19% 56
2025
Q1 		$205K Buy
+2,425
New +$213K 0.13% 75

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Smallwood Wealth Investment Management's PLTR Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Palantir (PLTR) stake by 4.8% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,171 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #82.

Smallwood Wealth Investment Management first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $451K in Q3 2025. 866 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,171 shares of Palantir worth $253K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 100 Palantir shares in Q2 2026, an estimated $13.6K.
  • Palantir made up 0.11% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #82 holding.
  • Smallwood Wealth Investment Management first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Palantir position peaked at $451K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.