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Taylor & Morgan Wealth Management’s Palantir PLTR Stock Holding History

Taylor & Morgan Wealth 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 		– Sell
-1,470
Closed -$215K – 90
2026
Q1 		$215K Buy
1,470
+131
+10% +$20K 0.12% 75
2025
Q4 		$238K Buy
+1,339
New +$242K 0.13% 72

Other funds holding PLTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Taylor & Morgan Wealth Management's PLTR Position: Q2 2026 in Review

Taylor & Morgan Wealth Management sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,470 shares — an estimated $215K sold.

Taylor & Morgan Wealth Management first reported a position in PLTR in Q4 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Taylor & Morgan Wealth Management reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 1,470 Palantir shares in Q2 2026, an estimated $215K.
  • Taylor & Morgan Wealth Management first reported a position in Palantir in Q4 2025 and held it in 2 quarters.
  • Taylor & Morgan Wealth Management's Palantir position peaked at $238K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.