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Waverly Advisors’s Palantir PLTR Stock Holding History

Waverly 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 		$5.63M Buy
48,242
+2,811
+6% +$383K 0.03% 418
2026
Q1 		$6.65M Buy
45,431
+1,333
+3% +$204K 0.05% 341
2025
Q4 		$7.84M Buy
44,098
+3,369
+8% +$610K 0.06% 285
2025
Q3 		$7.43M Sell
40,729
-4,987
-11% -$808K 0.07% 253
2025
Q2 		$6.23M Sell
45,716
-18,244
-29% -$2.14M 0.07% 268
2025
Q1 		$5.4M Sell
63,960
-22,654
-26% -$1.99M 0.07% 282
2024
Q4 		$6.55M Sell
86,614
-869
-1% -$50.6K 0.1% 181
2024
Q3 		$3.25M Sell
87,483
-30,381
-26% -$932K 0.06% 251
2024
Q2 		$2.99M Buy
117,864
+36,004
+44% +$811K 0.06% 256
2024
Q1 		$1.88M Buy
81,860
+6,347
+8% +$135K 0.04% 265
2023
Q4 		$1.3M Buy
+75,513
New +$1.34M 0.05% 191

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 $3.38T AUM 44.17% 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

Waverly Advisors's PLTR Position: Q2 2026 in Review

Waverly Advisors increased its Palantir (PLTR) stake by 6.2% in Q2 2026, buying an estimated $383K and bringing the position to 48,242 shares worth $5.63M. The position accounts for 0.03% of the portfolio, ranked #418.

Waverly Advisors first reported a position in PLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.84M in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Waverly Advisors held 48,242 shares of Palantir worth $5.63M as of Q2 2026.
  • Waverly Advisors bought 2,811 Palantir shares in Q2 2026, an estimated $383K.
  • Palantir made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #418 holding.
  • Waverly Advisors first reported a position in Palantir in Q4 2023 and has held it in 11 quarters since.
  • Waverly Advisors's Palantir position peaked at $7.84M in Q4 2025.
  • 2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.