Valmark Advisers’s Palantir PLTR Stock Holding History

Valmark Advisers’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	$1.07M	Sell	9,149 -63	-0.7%	-$8.59K	0.01%	352
2026 Q1	$1.35M	Sell	9,212 -223	-2%	-$34.1K	0.02%	304
2025 Q4	$1.68M	Sell	9,435 -393	-4%	-$71.1K	0.02%	273
2025 Q3	$1.79M	Buy	9,828 +468	+5%	+$75.8K	0.02%	248
2025 Q2	$1.28M	Buy	9,360 +596	+7%	+$69.9K	0.02%	293
2025 Q1	$740K	Buy	8,764 +1,734	+25%	+$152K	0.01%	363
2024 Q4	$532K	Buy	7,030 +337	+5%	+$19.6K	0.01%	405
2024 Q3	$249K	Buy	+6,693	New	+$205K	﹤0.01%	534

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

Valmark Advisers's PLTR Position: Q2 2026 in Review

Valmark Advisers reduced its Palantir (PLTR) stake by 0.68% in Q2 2026, selling an estimated $8.59K and leaving 9,149 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #352.

Valmark Advisers first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Valmark Advisers held 9,149 shares of Palantir worth $1.07M as of Q2 2026.
Valmark Advisers sold 63 Palantir shares in Q2 2026, an estimated $8.59K.
Palantir made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #352 holding.
Valmark Advisers first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
Valmark Advisers's Palantir position peaked at $1.79M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.