WBH Advisory’s Palantir PLTR Stock Holding History

WBH Advisory’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	$1.1M	Hold	9,444	–	–	0.07%	172
2026 Q1	$1.38M	Sell	9,444 -34	-0.4%	-$5.2K	0.1%	141
2025 Q4	$1.68M	Sell	9,478 -1,372	-13%	-$248K	0.12%	124
2025 Q3	$1.98M	Buy	10,850 +285	+3%	+$46.2K	0.15%	110
2025 Q2	$1.44M	Sell	10,565 -7,082	-40%	-$831K	0.12%	124
2025 Q1	$1.49M	Hold	17,647	–	–	0.14%	115
2024 Q4	$1.33M	Sell	17,647 -6,599	-27%	-$384K	0.12%	122
2024 Q3	$902K	Sell	24,246 -13,046	-35%	-$400K	0.09%	161
2024 Q2	$945K	Buy	37,292 +12	+0%	+$270	0.1%	152
2024 Q1	$858K	Buy	37,280 +30	+0.1%	+$639	0.09%	164
2023 Q4	$640K	Sell	37,250 -380	-1%	-$6.77K	0.07%	186
2023 Q3	$602K	Buy	37,630 +155	+0.4%	+$2.47K	0.07%	185
2023 Q2	$574K	Buy	37,475 +225	+0.6%	+$2.56K	0.07%	191
2023 Q1	$315K	Buy	+37,250	New	+$292K	0.04%	246
2022 Q3	$311K	Hold	38,250	–	–	0.04%	235
2022 Q2	$366K	Hold	38,250	–	–	0.05%	228
2022 Q1	$419K	Hold	38,250	–	–	0.05%	222
2021 Q4	$697K	Hold	38,250	–	–	0.08%	189
2021 Q3	$920K	Hold	38,250	–	–	0.12%	150
2021 Q2	$846K	Buy	38,250 +1,000	+3%	+$23.1K	0.12%	137
2021 Q1	$868K	Buy	+37,250	New	+$1.02M	0.14%	127

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

WBH Advisory's PLTR Position: Q2 2026 in Review

WBH Advisory held its Palantir (PLTR) position steady in Q2 2026 at 9,444 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #172.

WBH Advisory first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.98M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

WBH Advisory held 9,444 shares of Palantir worth $1.1M as of Q2 2026.
WBH Advisory left its Palantir share count unchanged in Q2 2026.
Palantir made up 0.07% of WBH Advisory's portfolio in Q2 2026, its #172 holding.
WBH Advisory first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
WBH Advisory's Palantir position peaked at $1.98M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.