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TRB Wealth Management’s Palantir PLTR Stock Holding History

TRB 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 		$703K Buy
6,022
+80
+1% +$10.9K 0.09% 111
2026
Q1 		$869K Buy
+5,942
New +$909K 0.12% 102

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRB Wealth Management's PLTR Position: Q2 2026 in Review

TRB Wealth Management increased its Palantir (PLTR) stake by 1.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 6,022 shares worth $703K. The position accounts for 0.09% of the portfolio, ranked #111.

TRB Wealth Management first reported a position in PLTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $869K in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • TRB Wealth Management held 6,022 shares of Palantir worth $703K as of Q2 2026.
  • TRB Wealth Management bought 80 Palantir shares in Q2 2026, an estimated $10.9K.
  • Palantir made up 0.09% of TRB Wealth Management's portfolio in Q2 2026, its #111 holding.
  • TRB Wealth Management first reported a position in Palantir in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Palantir position peaked at $869K in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.