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Sun Group Wealth Partners’s Palantir PLTR Stock Holding History

Sun Group 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 		$7.31M Sell
62,634
-822
-1% -$112K 4.99% 6
2026
Q1 		$9.28M Buy
63,456
+352
+0.6% +$53.8K 7.3% 3
2025
Q4 		$11.2M Buy
+63,104
New +$11.4M 9.01% 2

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

Sun Group Wealth Partners's PLTR Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Palantir (PLTR) stake by 1.3% in Q2 2026, selling an estimated $112K and leaving 62,634 shares worth $7.31M. The position accounts for 4.99% of the portfolio, ranked #6.

Sun Group Wealth Partners first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.2M in Q4 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Sun Group Wealth Partners held 62,634 shares of Palantir worth $7.31M as of Q2 2026.
  • Sun Group Wealth Partners sold 822 Palantir shares in Q2 2026, an estimated $112K.
  • Palantir made up 4.99% of Sun Group Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Sun Group Wealth Partners first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Palantir position peaked at $11.2M in Q4 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.