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
2023 Q3	–	Sell	-1,000	Closed	-$15	–	671
2023 Q2	$15	Buy	+1,000	New	+$11.4K	﹤0.01%	609
2022 Q2	–	Sell	-1,700	Closed	-$23K	–	616
2022 Q1	$23K	Buy	1,700 +700	+70%	+$9.34K	﹤0.01%	621
2021 Q4	$19K	Buy	1,000 +200	+25%	+$4.42K	﹤0.01%	581
2021 Q3	$19K	Hold	800	–	–	﹤0.01%	569
2021 Q2	$21K	Buy	800 +100	+14%	+$2.31K	﹤0.01%	505
2021 Q1	$17K	Buy	+700	New	+$19.2K	﹤0.01%	1230

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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.