Strategies Wealth Advisors’s Palantir PLTR Stock Holding History

Strategies 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	$2.13M	Buy	18,227 +838	+5%	+$114K	0.19%	52
2026 Q1	$2.54M	Buy	17,389 +2,405	+16%	+$368K	0.26%	36
2025 Q4	$2.66M	Buy	14,984 +991	+7%	+$179K	0.27%	33
2025 Q3	$2.55M	Buy	13,993 +2,300	+20%	+$373K	0.27%	32
2025 Q2	$1.59M	Sell	11,693 -748	-6%	-$87.7K	0.17%	41
2025 Q1	$1.05M	Buy	12,441 +567	+5%	+$49.8K	0.13%	54
2024 Q4	$1.39M	Buy	+11,874	New	+$692K	0.17%	41

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

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

Strategies Wealth Advisors increased its Palantir (PLTR) stake by 4.8% in Q2 2026, buying an estimated $114K and bringing the position to 18,227 shares worth $2.13M. The position accounts for 0.19% of the portfolio, ranked #52.

Strategies Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q4 2025. 2,852 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Strategies Wealth Advisors held 18,227 shares of Palantir worth $2.13M as of Q2 2026.
Strategies Wealth Advisors bought 838 Palantir shares in Q2 2026, an estimated $114K.
Palantir made up 0.19% of Strategies Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Strategies Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Strategies Wealth Advisors's Palantir position peaked at $2.66M in Q4 2025.
2,852 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.