TF
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Trek Financial’s Palantir PLTR Stock Holding History

Trek Financial’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 		$712K Sell
6,102
-506
-8% -$69K 0.04% 298
2026
Q1 		$967K Sell
6,608
-39,111
-86% -$5.98M 0.05% 223
2025
Q4 		$8.13M Sell
45,719
-1,905
-4% -$345K 0.47% 60
2025
Q3 		$8.69M Buy
47,624
+44,870
+1,629% +$7.27M 0.52% 52
2025
Q2 		$375K Buy
+2,754
New +$323K 0.03% 305
2025
Q1 		– Sell
-16,991
Closed -$1.29M – 432
2024
Q4 		$1.29M Buy
+16,991
New +$990K 0.1% 168
2024
Q3 		– Sell
-214,268
Closed -$5.43M – 439
2024
Q2 		$5.43M Buy
+214,268
New +$4.82M 0.43% 65

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

Trek Financial's PLTR Position: Q2 2026 in Review

Trek Financial reduced its Palantir (PLTR) stake by 7.7% in Q2 2026, selling an estimated $69K and leaving 6,102 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #298.

Trek Financial first reported a position in PLTR in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.69M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Trek Financial held 6,102 shares of Palantir worth $712K as of Q2 2026.
  • Trek Financial sold 506 Palantir shares in Q2 2026, an estimated $69K.
  • Palantir made up 0.04% of Trek Financial's portfolio in Q2 2026, its #298 holding.
  • Trek Financial first reported a position in Palantir in Q2 2024 and has held it in 7 quarters since.
  • Trek Financial's Palantir position peaked at $8.69M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.