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Valeo Financial Advisors’s Palantir PLTR Stock Holding History

Valeo 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 		$5.52M Buy
47,316
+2,319
+5% +$316K 0.12% 90
2026
Q1 		$6.58M Sell
44,997
-4,149
-8% -$634K 0.16% 67
2025
Q4 		$8.74M Buy
49,146
+782
+2% +$142K 0.19% 55
2025
Q3 		$8.82M Sell
48,364
-5,031
-9% -$815K 0.2% 54
2025
Q2 		$7.28M Buy
53,395
+7,071
+15% +$829K 0.18% 63
2025
Q1 		$3.91M Buy
46,324
+157
+0.3% +$13.8K 0.11% 88
2024
Q4 		$3.49M Buy
46,167
+9,314
+25% +$543K 0.1% 98
2024
Q3 		$1.37M Buy
36,853
+676
+2% +$20.7K 0.04% 206
2024
Q2 		$916K Buy
36,177
+416
+1% +$9.37K 0.03% 256
2024
Q1 		$772K Buy
35,761
+4,390
+14% +$93.5K 0.03% 278
2023
Q4 		$539K Buy
31,371
+675
+2% +$12K 0.02% 341
2023
Q3 		$491K Buy
30,696
+7,295
+31% +$116K 0.02% 337
2023
Q2 		$359K Sell
23,401
-5,140
-18% -$58.4K 0.02% 391
2023
Q1 		$241K Buy
28,541
+4,800
+20% +$37.6K 0.01% 502
2022
Q4 		$152K Buy
23,741
+2,380
+11% +$18K 0.01% 499
2022
Q3 		$174K Sell
21,361
-10,157
-32% -$90.3K 0.01% 452
2022
Q2 		$286K Sell
31,518
-6,188
-16% -$61.2K 0.02% 360
2022
Q1 		$518K Buy
37,706
+3,585
+11% +$47.8K 0.03% 321
2021
Q4 		$621K Buy
34,121
+3,591
+12% +$79.3K 0.03% 263
2021
Q3 		$734K Buy
30,530
+4,480
+17% +$109K 0.04% 230
2021
Q2 		$687K Buy
26,050
+5,420
+26% +$125K 0.04% 210
2021
Q1 		$480K Buy
20,630
+10,688
+108% +$293K 0.02% 280
2020
Q4 		$234K Buy
+9,942
New +$178K 0.01% 385

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Valeo Financial Advisors's PLTR Position: Q2 2026 in Review

Valeo Financial Advisors increased its Palantir (PLTR) stake by 5.2% in Q2 2026, buying an estimated $316K and bringing the position to 47,316 shares worth $5.52M. The position accounts for 0.12% of the portfolio, ranked #90.

Valeo Financial Advisors first reported a position in PLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.82M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Valeo Financial Advisors held 47,316 shares of Palantir worth $5.52M as of Q2 2026.
  • Valeo Financial Advisors bought 2,319 Palantir shares in Q2 2026, an estimated $316K.
  • Palantir made up 0.12% of Valeo Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Valeo Financial Advisors first reported a position in Palantir in Q4 2020 and has held it in 23 quarters since.
  • Valeo Financial Advisors's Palantir position peaked at $8.82M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.