Trace Wealth Advisors’s Palantir PLTR Stock Holding History

Trace Wealth Advisors’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	-1,534	Closed	-$224K	–	70
2026 Q1	$224K	Buy	1,534 +14	+0.9%	+$2.14K	0.17%	56
2025 Q4	$270K	Sell	1,520 -1,500	-50%	-$272K	0.2%	58
2025 Q3	$551K	Hold	3,020	–	–	0.41%	33
2025 Q2	$412K	Hold	3,020	–	–	0.34%	37
2025 Q1	$255K	Hold	3,020	–	–	0.23%	51
2024 Q4	$228K	Buy	+3,020	New	+$176K	0.2%	53

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

Trace Wealth Advisors's PLTR Position: Q2 2026 in Review

Trace Wealth Advisors sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,534 shares — an estimated $224K sold.

Trace Wealth Advisors first reported a position in PLTR in Q4 2024 and held it in 6 quarters. The position peaked at $551K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Trace Wealth Advisors reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
Trace Wealth Advisors sold 1,534 Palantir shares in Q2 2026, an estimated $224K.
Trace Wealth Advisors first reported a position in Palantir in Q4 2024 and held it in 6 quarters.
Trace Wealth Advisors's Palantir position peaked at $551K in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.