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Strategic Financial Concepts’s Palantir PLTR Stock Holding History

Strategic Financial Concepts’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 		$240K Sell
2,030
-304
-13% -$41.5K 0.07% 209
2026
Q1 		$341K Buy
+2,334
New +$357K 0.08% 198
2025
Q4 		– Sell
-2,169
Closed -$396K – 247
2025
Q3 		$396K Sell
2,169
-28
-1% -$4.54K 0.06% 165
2025
Q2 		$300K Buy
+2,197
New +$258K 0.04% 199
2025
Q1 		– Sell
-3,239
Closed -$245K – 351
2024
Q4 		$245K Buy
+3,239
New +$189K 0.05% 285
2024
Q3 		– Sell
-31,949
Closed -$16.9K – 580
2024
Q2 		$16.9K Buy
+31,949
New +$719K 0.01% 356

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 Financial Concepts's PLTR Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Palantir (PLTR) stake by 13% in Q2 2026, selling an estimated $41.5K and leaving 2,030 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #209.

Strategic Financial Concepts first reported a position in PLTR in Q2 2024 and has held it in 6 quarters since. The position peaked at $396K in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Strategic Financial Concepts held 2,030 shares of Palantir worth $240K as of Q2 2026.
  • Strategic Financial Concepts sold 304 Palantir shares in Q2 2026, an estimated $41.5K.
  • Palantir made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #209 holding.
  • Strategic Financial Concepts first reported a position in Palantir in Q2 2024 and has held it in 6 quarters since.
  • Strategic Financial Concepts's Palantir position peaked at $396K in Q3 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.