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UP Strategic Wealth Investment Advisors’s Palantir PLTR Stock Holding History

UP Strategic Wealth Investment 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 		$287K Hold
1,810
– – 0.17% 78
2026
Q1 		$248K Buy
+1,810
New +$277K 0.16% 82
2025
Q4 		– Sell
-1,547
Closed -$278K – 92
2025
Q3 		$278K Hold
1,547
– – 0.21% 68
2025
Q2 		$211K Buy
+1,547
New +$181K 0.16% 88

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's PLTR Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its Palantir (PLTR) position steady in Q2 2026 at 1,810 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #78.

UP Strategic Wealth Investment Advisors first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. 2,858 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 1,810 shares of Palantir worth $287K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its Palantir share count unchanged in Q2 2026.
  • Palantir made up 0.17% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • 2,858 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.