Triad Wealth Partners’s Palantir PLTR Stock Holding History

Triad Wealth Partners’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	$1.33M	Buy	10,576 +1,001	+10%	+$137K	0.08%	167
2026 Q1	$1.4M	Buy	9,575 +1,014	+12%	+$155K	0.11%	132
2025 Q4	$1.52M	Buy	8,561 +3,616	+73%	+$655K	0.14%	105
2025 Q3	$902K	Buy	4,945 +2,152	+77%	+$349K	0.12%	128
2025 Q2	$381K	Buy	+2,793	New	+$328K	0.08%	187
2024 Q3	–	Sell	-62	Closed	-$1.57K	–	672
2024 Q2	$1.57K	Buy	+62	New	+$1.4K	﹤0.01%	803

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

Triad Wealth Partners's PLTR Position: Q2 2026 in Review

Triad Wealth Partners increased its Palantir (PLTR) stake by 10% in Q2 2026, buying an estimated $137K and bringing the position to 10,576 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #167.

Triad Wealth Partners first reported a position in PLTR in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Triad Wealth Partners held 10,576 shares of Palantir worth $1.33M as of Q2 2026.
Triad Wealth Partners bought 1,001 Palantir shares in Q2 2026, an estimated $137K.
Palantir made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #167 holding.
Triad Wealth Partners first reported a position in Palantir in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's Palantir position peaked at $1.52M in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.