Valued Wealth Advisors’s Palantir PLTR Stock Holding History

Valued Wealth 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	$2.8K	Sell	24 -48	-67%	-$6.55K	﹤0.01%	596
2026 Q1	$10.5K	Buy	72 +39	+118%	+$5.96K	﹤0.01%	281
2025 Q4	$5.87K	Buy	33 +11	+50%	+$1.99K	﹤0.01%	278
2025 Q3	$4.01K	Buy	22 +3	+16%	+$486	﹤0.01%	316
2025 Q2	$2.59K	Hold	19	–	–	﹤0.01%	357
2025 Q1	$1.6K	Hold	19	–	–	﹤0.01%	431
2024 Q4	$1.44K	Hold	19	–	–	﹤0.01%	432
2024 Q3	$707	Buy	+19	New	+$583	﹤0.01%	503

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

Valued Wealth Advisors's PLTR Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Palantir (PLTR) stake by 67% in Q2 2026, selling an estimated $6.55K and leaving 24 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Valued Wealth Advisors first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.5K in Q1 2026. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Valued Wealth Advisors held 24 shares of Palantir worth $2.8K as of Q2 2026.
Valued Wealth Advisors sold 48 Palantir shares in Q2 2026, an estimated $6.55K.
Palantir made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #596 holding.
Valued Wealth Advisors first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
Valued Wealth Advisors's Palantir position peaked at $10.5K in Q1 2026.
2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.