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Summit Wealth Group (Colorado)’s Palantir PLTR Stock Holding History

Summit Wealth Group (Colorado)’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 		$481K Buy
4,124
+12
+0.3% +$1.64K 0.04% 222
2026
Q1 		$602K Buy
4,112
+710
+21% +$109K 0.06% 156
2025
Q4 		$605K Sell
3,402
-4,479
-57% -$811K 0.08% 128
2025
Q3 		$356K Buy
7,881
+5,091
+182% +$825K 0.04% 321
2025
Q2 		$380K Buy
+2,790
New +$327K 0.1% 156

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

Summit Wealth Group (Colorado)'s PLTR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Palantir (PLTR) stake by 0.29% in Q2 2026, buying an estimated $1.64K and bringing the position to 4,124 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #222.

Summit Wealth Group (Colorado) first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $605K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,124 shares of Palantir worth $481K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 12 Palantir shares in Q2 2026, an estimated $1.64K.
  • Palantir made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #222 holding.
  • Summit Wealth Group (Colorado) first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Palantir position peaked at $605K in Q4 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.