Synergy Financial Group’s Palantir PLTR Stock Holding History

Synergy Financial Group’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	–	Sell	-3,372	Closed	-$493K	–	128
2026 Q1	$493K	Sell	3,372 -4	-0.1%	-$612	0.37%	59
2025 Q4	$600K	Sell	3,376 -1,004	-23%	-$182K	0.42%	46
2025 Q3	$799K	Buy	4,380 +1,467	+50%	+$238K	0.54%	39
2025 Q2	$397K	Buy	2,913 +43	+1%	+$5.04K	0.29%	64
2025 Q1	$242K	Buy	+2,870	New	+$252K	0.22%	95

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 Financial Group's PLTR Position: Q2 2026 in Review

Synergy Financial Group sold out of Palantir (PLTR) in Q2 2026, closing a stake of 3,372 shares — an estimated $493K sold.

Synergy Financial Group first reported a position in PLTR in Q1 2025 and held it in 5 quarters. The position peaked at $799K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Synergy Financial Group reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Synergy Financial Group sold 3,372 Palantir shares in Q2 2026, an estimated $493K.
Synergy Financial Group first reported a position in Palantir in Q1 2025 and held it in 5 quarters.
Synergy Financial Group's Palantir position peaked at $799K in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.