UCFA
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United Capital Financial Advisors’s Palantir PLTR Stock Holding History

United Capital Financial 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 		$8.23M Sell
70,548
-4,735
-6% -$646K 0.05% 285
2026
Q1 		$11M Buy
75,283
+12,719
+20% +$1.94M 0.07% 222
2025
Q4 		$11.1M Buy
62,564
+7,489
+14% +$1.36M 0.07% 225
2025
Q3 		$10M Buy
55,075
+2,914
+6% +$472K 0.07% 210
2025
Q2 		$7.11M Buy
52,161
+7,794
+18% +$914K 0.06% 243
2025
Q1 		$3.74M Buy
44,367
+8,866
+25% +$779K 0.03% 312
2024
Q4 		$2.68M Buy
35,501
+9,449
+36% +$550K 0.02% 365
2024
Q3 		$969K Buy
26,052
+11,621
+81% +$357K 0.01% 547
2024
Q2 		$366K Sell
14,431
-3,787
-21% -$85.3K ﹤0.01% 789
2024
Q1 		$419K Buy
18,218
+5,200
+40% +$111K ﹤0.01% 782
2023
Q4 		$224K Sell
13,018
-8,560
-40% -$152K ﹤0.01% 968
2023
Q3 		$345K Sell
21,578
-4,007
-16% -$63.8K ﹤0.01% 708
2023
Q2 		$392K Buy
25,585
+750
+3% +$8.52K ﹤0.01% 722
2023
Q1 		$210K Sell
24,835
-2,307
-8% -$18.1K ﹤0.01% 917
2022
Q4 		$174K Sell
27,142
-5,613
-17% -$42.5K ﹤0.01% 996
2022
Q3 		$266K Sell
32,755
-30,260
-48% -$269K ﹤0.01% 940
2022
Q2 		$572K Sell
63,015
-1,420
-2% -$14K ﹤0.01% 765
2022
Q1 		$885K Buy
64,435
+2,298
+4% +$30.7K ﹤0.01% 692
2021
Q4 		$1.13M Buy
62,137
+3,358
+6% +$74.2K 0.01% 650
2021
Q3 		$1.41M Sell
58,779
-1,376
-2% -$33.6K 0.01% 595
2021
Q2 		$1.59M Buy
60,155
+10,617
+21% +$246K 0.01% 586
2021
Q1 		$1.15M Buy
49,538
+27,754
+127% +$761K 0.01% 631
2020
Q4 		$513K Buy
+21,784
New +$390K ﹤0.01% 836

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

United Capital Financial Advisors's PLTR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Palantir (PLTR) stake by 6.3% in Q2 2026, selling an estimated $646K and leaving 70,548 shares worth $8.23M. The position accounts for 0.05% of the portfolio, ranked #285.

United Capital Financial Advisors first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.1M in Q4 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • United Capital Financial Advisors held 70,548 shares of Palantir worth $8.23M as of Q2 2026.
  • United Capital Financial Advisors sold 4,735 Palantir shares in Q2 2026, an estimated $646K.
  • Palantir made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #285 holding.
  • United Capital Financial Advisors first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • United Capital Financial Advisors's Palantir position peaked at $11.1M in Q4 2025.
  • 2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.