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Summit Wealth Partners’s Palantir PLTR Stock Holding History

Summit Wealth Partners’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 		$336K Buy
2,883
+300
+12% +$40.9K 0.05% 214
2026
Q1 		$378K Buy
+2,583
New +$395K 0.06% 189

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 Partners's PLTR Position: Q2 2026 in Review

Summit Wealth Partners increased its Palantir (PLTR) stake by 12% in Q2 2026, buying an estimated $40.9K and bringing the position to 2,883 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #214.

Summit Wealth Partners first reported a position in PLTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $378K in Q1 2026. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Summit Wealth Partners held 2,883 shares of Palantir worth $336K as of Q2 2026.
  • Summit Wealth Partners bought 300 Palantir shares in Q2 2026, an estimated $40.9K.
  • Palantir made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #214 holding.
  • Summit Wealth Partners first reported a position in Palantir in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's Palantir position peaked at $378K in Q1 2026.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.