Succession Financial’s Palantir PLTR Stock Holding History

Succession Financial’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	$241K	Buy	+2,066	New	+$282K	0.23%	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

Succession Financial's PLTR Position: Q2 2026 in Review

Succession Financial opened a new position in Palantir (PLTR) in Q2 2026: 2,066 shares worth $241K. The stake represents 0.23% of the portfolio and ranks #41 among its holdings.

2,716 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Succession Financial held 2,066 shares of Palantir worth $241K as of Q2 2026.
Palantir was a new Succession Financial position in Q2 2026.
Palantir made up 0.23% of Succession Financial's portfolio in Q2 2026, its #41 holding.
2,716 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.