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Strategic Family Wealth Counselors’s Palantir PLTR Stock Holding History

Strategic Family Wealth Counselors’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 		$342K Buy
2,928
+268
+10% +$36.6K 0.08% 134
2026
Q1 		$389K Sell
2,660
-182
-6% -$27.8K 0.1% 114
2025
Q4 		$479K Buy
2,842
+28
+1% +$5.07K 0.11% 123
2025
Q3 		$513K Sell
2,814
-134
-5% -$21.7K 0.13% 96
2025
Q2 		$402K Sell
2,948
-122
-4% -$14.3K 0.11% 105
2025
Q1 		$259K Buy
+3,070
New +$270K 0.08% 123

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

Strategic Family Wealth Counselors's PLTR Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Palantir (PLTR) stake by 10% in Q2 2026, buying an estimated $36.6K and bringing the position to 2,928 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #134.

Strategic Family Wealth Counselors first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Strategic Family Wealth Counselors held 2,928 shares of Palantir worth $342K as of Q2 2026.
  • Strategic Family Wealth Counselors bought 268 Palantir shares in Q2 2026, an estimated $36.6K.
  • Palantir made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #134 holding.
  • Strategic Family Wealth Counselors first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Strategic Family Wealth Counselors's Palantir position peaked at $513K in Q3 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.