Walter & Keenan Wealth Management’s Palantir PLTR Stock Holding History

Walter & Keenan Wealth Management’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	$2.38M	Buy	20,387 +513	+3%	+$70K	0.59%	41
2026 Q1	$2.91M	Buy	19,874 +43	+0.2%	+$6.58K	0.82%	31
2025 Q4	$3.52M	Sell	19,831 -72	-0.4%	-$13K	0.94%	27
2025 Q3	$3.63M	Sell	19,903 -375	-2%	-$60.8K	1.01%	30
2025 Q2	$2.76M	Buy	20,278 +718	+4%	+$84.2K	0.8%	36
2025 Q1	$1.65M	Buy	19,560 +214	+1%	+$18.8K	0.5%	53
2024 Q4	$1.46M	Sell	19,346 -241	-1%	-$14K	0.44%	60
2024 Q3	$729K	Buy	19,587 +235	+1%	+$7.21K	0.22%	90
2024 Q2	$490K	Sell	19,352 -362	-2%	-$8.15K	0.16%	101
2024 Q1	$454K	Sell	19,714 -8,650	-30%	-$184K	0.15%	104
2023 Q4	$487K	Sell	28,364 -500	-2%	-$8.91K	0.17%	100
2023 Q3	$462K	Sell	28,864 -10,200	-26%	-$162K	0.18%	104
2023 Q2	$599K	Sell	39,064 -925	-2%	-$10.5K	0.22%	94
2023 Q1	$338K	Sell	39,989 -8,000	-17%	-$62.6K	0.13%	112
2022 Q4	$308K	Sell	47,989 -22,500	-32%	-$171K	0.12%	116
2022 Q3	$573K	Buy	70,489 +1,500	+2%	+$13.3K	0.24%	83
2022 Q2	$626K	Buy	68,989 +14,900	+28%	+$147K	0.25%	82
2022 Q1	$743K	Buy	54,089 +22,050	+69%	+$294K	0.25%	77
2021 Q4	$583K	Buy	32,039 +880	+3%	+$19.4K	0.19%	93
2021 Q3	$749K	Buy	31,159 +120	+0.4%	+$2.93K	0.25%	83
2021 Q2	$818K	Buy	31,039 +3,889	+14%	+$89.9K	0.28%	81
2021 Q1	$632K	Buy	+27,150	New	+$745K	0.22%	88

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

Walter & Keenan Wealth Management's PLTR Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Palantir (PLTR) stake by 2.6% in Q2 2026, buying an estimated $70K and bringing the position to 20,387 shares worth $2.38M. The position accounts for 0.59% of the portfolio, ranked #41.

Walter & Keenan Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.63M in Q3 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Walter & Keenan Wealth Management held 20,387 shares of Palantir worth $2.38M as of Q2 2026.
Walter & Keenan Wealth Management bought 513 Palantir shares in Q2 2026, an estimated $70K.
Palantir made up 0.59% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #41 holding.
Walter & Keenan Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 22 quarters since.
Walter & Keenan Wealth Management's Palantir position peaked at $3.63M in Q3 2025.
2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.