Successful Portfolios’s Palantir PLTR Stock Holding History

Successful Portfolios’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	$403K	Hold	3,142	–	–	0.19%	107
2026 Q1	$438K	Sell	3,142 -249	-7%	-$38.1K	0.24%	88
2025 Q4	$602K	Sell	3,391 -29	-0.8%	-$5.25K	0.31%	71
2025 Q3	$624K	Buy	3,420 +70	+2%	+$11.3K	0.36%	57
2025 Q2	$457K	Sell	3,350 -6	-0.2%	-$704	0.28%	71
2025 Q1	$283K	Sell	3,356 -38	-1%	-$3.34K	0.19%	114
2024 Q4	$257K	Buy	+3,394	New	+$198K	0.17%	122

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

Successful Portfolios's PLTR Position: Q2 2026 in Review

Successful Portfolios held its Palantir (PLTR) position steady in Q2 2026 at 3,142 shares worth $403K. The position accounts for 0.19% of the portfolio, ranked #107.

Successful Portfolios first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $624K in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Successful Portfolios held 3,142 shares of Palantir worth $403K as of Q2 2026.
Successful Portfolios left its Palantir share count unchanged in Q2 2026.
Palantir made up 0.19% of Successful Portfolios's portfolio in Q2 2026, its #107 holding.
Successful Portfolios first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Successful Portfolios's Palantir position peaked at $624K in Q3 2025.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.