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Visionary Wealth Advisors’s Palantir PLTR Stock Holding History

Visionary 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 		$3.24M Buy
27,806
+3,452
+14% +$471K 0.13% 159
2026
Q1 		$3.56M Buy
24,354
+4,463
+22% +$682K 0.16% 147
2025
Q4 		$3.54M Buy
19,891
+430
+2% +$77.8K 0.16% 145
2025
Q3 		$3.55M Buy
19,461
+1,240
+7% +$201K 0.17% 135
2025
Q2 		$2.48M Sell
18,221
-1,378
-7% -$162K 0.13% 170
2025
Q1 		$1.65M Sell
19,599
-2,820
-13% -$248K 0.1% 195
2024
Q4 		$1.7M Buy
22,419
+1,101
+5% +$64.1K 0.1% 190
2024
Q3 		$793K Buy
21,318
+734
+4% +$22.5K 0.05% 282
2024
Q2 		$521K Buy
20,584
+148
+0.7% +$3.33K 0.03% 322
2024
Q1 		$470K Buy
20,436
+6,512
+47% +$139K 0.03% 330
2023
Q4 		$239K Buy
13,924
+3,251
+30% +$57.9K 0.02% 430
2023
Q3 		$171K Buy
+10,673
New +$170K 0.01% 430
2022
Q4 		– Sell
-12,619
Closed -$103K – 436
2022
Q3 		$103K Buy
12,619
+1,015
+9% +$9.03K 0.01% 380
2022
Q2 		$105K Buy
+11,604
New +$115K 0.01% 412
2022
Q1 		– Sell
-10,349
Closed -$188K – 450
2021
Q4 		$188K Buy
10,349
+64
+0.6% +$1.41K 0.02% 360
2021
Q3 		$247K Buy
10,285
+2,055
+25% +$50.1K 0.03% 267
2021
Q2 		$217K Buy
+8,230
New +$190K 0.02% 311

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 $3.37T AUM 44.26% 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

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

Visionary Wealth Advisors increased its Palantir (PLTR) stake by 14% in Q2 2026, buying an estimated $471K and bringing the position to 27,806 shares worth $3.24M. The position accounts for 0.13% of the portfolio, ranked #159.

Visionary Wealth Advisors first reported a position in PLTR in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.56M in Q1 2026. 2,848 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Visionary Wealth Advisors held 27,806 shares of Palantir worth $3.24M as of Q2 2026.
  • Visionary Wealth Advisors bought 3,452 Palantir shares in Q2 2026, an estimated $471K.
  • Palantir made up 0.13% of Visionary Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Visionary Wealth Advisors first reported a position in Palantir in Q2 2021 and has held it in 17 quarters since.
  • Visionary Wealth Advisors's Palantir position peaked at $3.56M in Q1 2026.
  • 2,848 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.