SFS
PLTR icon

Sunrise Financial Services’s Palantir PLTR Stock Holding History

Sunrise Financial Services’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 		$85.6K Buy
734
+2
+0.3% +$273 0.05% 91
2026
Q1 		$107K Hold
732
– – 0.08% 82
2025
Q4 		$130K Buy
+732
New +$133K 0.1% 68

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

Sunrise Financial Services's PLTR Position: Q2 2026 in Review

Sunrise Financial Services increased its Palantir (PLTR) stake by 0.27% in Q2 2026, buying an estimated $273 and bringing the position to 734 shares worth $85.6K. The position accounts for 0.05% of the portfolio, ranked #91.

Sunrise Financial Services first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Sunrise Financial Services held 734 shares of Palantir worth $85.6K as of Q2 2026.
  • Sunrise Financial Services bought 2 Palantir shares in Q2 2026, an estimated $273.
  • Palantir made up 0.05% of Sunrise Financial Services's portfolio in Q2 2026, its #91 holding.
  • Sunrise Financial Services first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Palantir position peaked at $130K in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.