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Sowell Financial Services’s Palantir PLTR Stock Holding History

Sowell Financial Services’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 		$9.04M Buy
77,499
+816
+1% +$111K 0.3% 70
2026
Q1 		$11.2M Buy
76,683
+4,186
+6% +$640K 0.41% 42
2025
Q4 		$12.9M Sell
72,497
-6,975
-9% -$1.26M 0.47% 39
2025
Q3 		$14.5M Buy
79,472
+2,046
+3% +$332K 0.56% 28
2025
Q2 		$10.6M Buy
77,426
+15,336
+25% +$1.8M 0.43% 45
2025
Q1 		$5.24M Buy
62,090
+6,180
+11% +$543K 0.24% 93
2024
Q4 		$4.23M Buy
55,910
+32,831
+142% +$1.91M 0.22% 109
2024
Q3 		$859K Buy
23,079
+705
+3% +$21.6K 0.04% 363
2024
Q2 		$567K Sell
22,374
-1,493
-6% -$33.6K 0.03% 418
2024
Q1 		$549K Sell
23,867
-36,773
-61% -$784K 0.03% 437
2023
Q4 		$1.04M Buy
60,640
+9,933
+20% +$177K 0.06% 317
2023
Q3 		$811K Buy
50,707
+19,579
+63% +$312K 0.05% 334
2023
Q2 		$477K Buy
+31,128
New +$354K 0.03% 462
2022
Q1 		– Sell
-17,652
Closed -$321K – 417
2021
Q4 		$321K Buy
+17,652
New +$390K 0.02% 476
2021
Q2 		– Sell
-5,009
Closed -$101K – 2117
2021
Q1 		$101K Buy
+5,009
New +$137K ﹤0.01% 1363

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

Sowell Financial Services's PLTR Position: Q2 2026 in Review

Sowell Financial Services increased its Palantir (PLTR) stake by 1.1% in Q2 2026, buying an estimated $111K and bringing the position to 77,499 shares worth $9.04M. The position accounts for 0.3% of the portfolio, ranked #70.

Sowell Financial Services first reported a position in PLTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $14.5M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Sowell Financial Services held 77,499 shares of Palantir worth $9.04M as of Q2 2026.
  • Sowell Financial Services bought 816 Palantir shares in Q2 2026, an estimated $111K.
  • Palantir made up 0.3% of Sowell Financial Services's portfolio in Q2 2026, its #70 holding.
  • Sowell Financial Services first reported a position in Palantir in Q1 2021 and has held it in 15 quarters since.
  • Sowell Financial Services's Palantir position peaked at $14.5M in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.