Total Wealth Planning & Management’s Palantir PLTR Stock Holding History

Total Wealth Planning & 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	$236K	Buy	2,019 +105	+5%	+$14.3K	0.16%	191
2026 Q1	$280K	Buy	1,914 +64	+3%	+$9.79K	0.21%	168
2025 Q4	$329K	Buy	+1,850	New	+$335K	0.24%	139
2025 Q2	$221K	Sell	1,624 -2,151	-57%	-$252K	0.18%	183
2025 Q1	$319K	Sell	3,775 -1,041	-22%	-$91.4K	0.3%	125
2024 Q4	$364K	Buy	+4,816	New	+$281K	0.33%	101

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's PLTR Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Palantir (PLTR) stake by 5.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,019 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #191.

Total Wealth Planning & Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $364K in Q4 2024. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Total Wealth Planning & Management held 2,019 shares of Palantir worth $236K as of Q2 2026.
Total Wealth Planning & Management bought 105 Palantir shares in Q2 2026, an estimated $14.3K.
Palantir made up 0.16% of Total Wealth Planning & Management's portfolio in Q2 2026, its #191 holding.
Total Wealth Planning & Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Palantir position peaked at $364K in Q4 2024.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.