SOA Wealth Advisors’s Palantir PLTR Stock Holding History

SOA 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	$414K	Sell	3,545 -127	-3%	-$17.3K	0.07%	144
2026 Q1	$537K	Buy	3,672 +172	+5%	+$26.3K	0.1%	113
2025 Q4	$622K	Buy	3,500 +616	+21%	+$112K	0.11%	107
2025 Q3	$526K	Buy	2,884 +708	+33%	+$115K	0.09%	123
2025 Q2	$297K	Buy	2,176 +680	+45%	+$79.8K	0.06%	165
2025 Q1	$126K	Buy	1,496 +796	+114%	+$69.9K	0.03%	236
2024 Q4	$52.9K	Buy	700 +355	+103%	+$20.7K	0.01%	324
2024 Q3	$12.8K	Buy	345 +159	+85%	+$4.88K	﹤0.01%	509
2024 Q2	$4.71K	Hold	186	–	–	﹤0.01%	610
2024 Q1	$4.28K	Hold	186	–	–	﹤0.01%	629
2023 Q4	$3.19K	Hold	186	–	–	﹤0.01%	647
2023 Q3	$2.98K	Sell	186 -60	-24%	-$956	﹤0.01%	672
2023 Q2	$3.77K	Hold	246	–	–	﹤0.01%	653
2023 Q1	$2.08K	Hold	246	–	–	﹤0.01%	725
2022 Q4	$1.58K	Hold	246	–	–	﹤0.01%	758
2022 Q3	$1K	Hold	246	–	–	﹤0.01%	792
2022 Q2	$2K	Hold	246	–	–	﹤0.01%	709
2022 Q1	$3K	Hold	246	–	–	﹤0.01%	760
2021 Q4	$4K	Sell	246 -186	-43%	-$4.11K	﹤0.01%	699
2021 Q3	$10K	Hold	432	–	–	﹤0.01%	594
2021 Q2	$11K	Hold	432	–	–	﹤0.01%	565
2021 Q1	$10K	Buy	432 +60	+16%	+$1.65K	﹤0.01%	518
2020 Q4	$13K	Buy	+372	New	+$6.65K	﹤0.01%	471

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

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

SOA Wealth Advisors reduced its Palantir (PLTR) stake by 3.5% in Q2 2026, selling an estimated $17.3K and leaving 3,545 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #144.

SOA Wealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $622K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

SOA Wealth Advisors held 3,545 shares of Palantir worth $414K as of Q2 2026.
SOA Wealth Advisors sold 127 Palantir shares in Q2 2026, an estimated $17.3K.
Palantir made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #144 holding.
SOA Wealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Palantir position peaked at $622K in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.