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Wealth Dimensions Group’s Palantir PLTR Stock Holding History

Wealth Dimensions Group’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 		$304K Buy
2,609
+287
+12% +$39.2K 0.05% 145
2026
Q1 		$340K Buy
2,322
+667
+40% +$102K 0.07% 129
2025
Q4 		$294K Buy
+1,655
New +$300K 0.06% 132

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

Wealth Dimensions Group's PLTR Position: Q2 2026 in Review

Wealth Dimensions Group increased its Palantir (PLTR) stake by 12% in Q2 2026, buying an estimated $39.2K and bringing the position to 2,609 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #145.

Wealth Dimensions Group first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q1 2026. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Wealth Dimensions Group held 2,609 shares of Palantir worth $304K as of Q2 2026.
  • Wealth Dimensions Group bought 287 Palantir shares in Q2 2026, an estimated $39.2K.
  • Palantir made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #145 holding.
  • Wealth Dimensions Group first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
  • Wealth Dimensions Group's Palantir position peaked at $340K in Q1 2026.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.