Waldron Private Wealth’s Palantir PLTR Stock Holding History

Waldron Private Wealth’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	$1.01M	Buy	8,670 +58	+0.7%	+$7.91K	0.04%	151
2026 Q1	$1.26M	Buy	8,612 +274	+3%	+$41.9K	0.05%	123
2025 Q4	$1.48M	Buy	8,338 +7,069	+557%	+$1.28M	0.06%	109
2025 Q3	$231K	Buy	+1,269	New	+$206K	0.01%	290
2025 Q1	–	Sell	-6,576	Closed	-$497K	–	392
2024 Q4	$497K	Sell	6,576 -1,314	-17%	-$76.5K	0.02%	254
2024 Q3	$294K	Buy	+7,890	New	+$242K	0.01%	330

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

Waldron Private Wealth's PLTR Position: Q2 2026 in Review

Waldron Private Wealth increased its Palantir (PLTR) stake by 0.67% in Q2 2026, buying an estimated $7.91K and bringing the position to 8,670 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #151.

Waldron Private Wealth first reported a position in PLTR in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Waldron Private Wealth held 8,670 shares of Palantir worth $1.01M as of Q2 2026.
Waldron Private Wealth bought 58 Palantir shares in Q2 2026, an estimated $7.91K.
Palantir made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #151 holding.
Waldron Private Wealth first reported a position in Palantir in Q3 2024 and has held it in 6 quarters since.
Waldron Private Wealth's Palantir position peaked at $1.48M in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.