Synergy Asset Management’s Palantir PLTR Stock Holding History

Synergy Asset Management’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	$610K	Buy	5,232 +614	+13%	+$83.8K	0.06%	140
2026 Q1	$676K	Sell	4,618 -4,342	-48%	-$664K	0.07%	134
2025 Q4	$1.59M	Sell	8,960 -19,756	-69%	-$3.58M	0.17%	82
2025 Q3	$4.35M	Buy	28,716 +19,093	+198%	+$3.09M	0.16%	84
2025 Q2	$1.31M	Buy	9,623 +2,606	+37%	+$306K	0.15%	84
2025 Q1	$592K	Buy	7,017 +120	+2%	+$10.5K	0.07%	107
2024 Q4	$503K	Buy	+6,897	New	+$402K	0.04%	155

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Synergy Asset Management's PLTR Position: Q2 2026 in Review

Synergy Asset Management increased its Palantir (PLTR) stake by 13% in Q2 2026, buying an estimated $83.8K and bringing the position to 5,232 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #140.

Synergy Asset Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.35M in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Synergy Asset Management held 5,232 shares of Palantir worth $610K as of Q2 2026.
Synergy Asset Management bought 614 Palantir shares in Q2 2026, an estimated $83.8K.
Palantir made up 0.06% of Synergy Asset Management's portfolio in Q2 2026, its #140 holding.
Synergy Asset Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Synergy Asset Management's Palantir position peaked at $4.35M in Q3 2025.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.