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Symphony Financial’s Palantir PLTR Stock Holding History

Symphony 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 		$1.39M Buy
11,982
+782
+7% +$107K 0.15% 108
2026
Q1 		$1.61M Sell
11,200
-1,288
-10% -$197K 0.21% 89
2025
Q4 		$2.25M Buy
12,488
+2,101
+20% +$380K 0.3% 71
2025
Q3 		$1.88M Sell
10,387
-1,663
-14% -$270K 0.23% 91
2025
Q2 		$1.52M Buy
+12,050
New +$1.41M 0.2% 97
2025
Q1 		– Sell
-10,958
Closed -$802K – 181
2024
Q4 		$802K Buy
+10,958
New +$638K 0.13% 113

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

Symphony Financial's PLTR Position: Q2 2026 in Review

Symphony Financial increased its Palantir (PLTR) stake by 7% in Q2 2026, buying an estimated $107K and bringing the position to 11,982 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #108.

Symphony Financial first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Symphony Financial held 11,982 shares of Palantir worth $1.39M as of Q2 2026.
  • Symphony Financial bought 782 Palantir shares in Q2 2026, an estimated $107K.
  • Palantir made up 0.15% of Symphony Financial's portfolio in Q2 2026, its #108 holding.
  • Symphony Financial first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Symphony Financial's Palantir position peaked at $2.25M in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.