Trellis Wealth Advisors’s Palantir PLTR Stock Holding History

Trellis 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	$495K	Hold	4,245	–	–	0.17%	36
2026 Q1	$621K	Hold	4,245	–	–	0.24%	25
2025 Q4	$755K	Hold	4,245	–	–	0.3%	25
2025 Q3	$774K	Hold	4,245	–	–	0.32%	24
2025 Q2	$579K	Sell	4,245 -940	-18%	-$110K	0.25%	25
2025 Q1	$438K	Hold	5,185	–	–	0.21%	25
2024 Q4	$392K	Buy	+5,185	New	+$302K	0.2%	26

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

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

Trellis Wealth Advisors held its Palantir (PLTR) position steady in Q2 2026 at 4,245 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #36.

Trellis Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $774K in Q3 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Trellis Wealth Advisors held 4,245 shares of Palantir worth $495K as of Q2 2026.
Trellis Wealth Advisors left its Palantir share count unchanged in Q2 2026.
Palantir made up 0.17% of Trellis Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Trellis Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Trellis Wealth Advisors's Palantir position peaked at $774K in Q3 2025.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.