Wealth Effects’s Palantir PLTR Stock Holding History

Wealth Effects’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	$505K	Buy	4,329 +2,543	+142%	+$347K	0.14%	131
2026 Q1	$261K	Buy	+1,786	New	+$273K	0.09%	178
2025 Q4	–	Sell	-5,476	Closed	-$999K	–	227
2025 Q3	$999K	Buy	5,476 +172	+3%	+$27.9K	0.32%	62
2025 Q2	$723K	Buy	5,304 +995	+23%	+$117K	0.27%	73
2025 Q1	$364K	Sell	4,309 -3,405	-44%	-$299K	0.15%	122
2024 Q4	$583K	Buy	+7,714	New	+$449K	0.21%	94

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

Wealth Effects's PLTR Position: Q2 2026 in Review

Wealth Effects increased its Palantir (PLTR) stake by 142% in Q2 2026, buying an estimated $347K and bringing the position to 4,329 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #131.

Wealth Effects first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $999K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Wealth Effects held 4,329 shares of Palantir worth $505K as of Q2 2026.
Wealth Effects bought 2,543 Palantir shares in Q2 2026, an estimated $347K.
Palantir made up 0.14% of Wealth Effects's portfolio in Q2 2026, its #131 holding.
Wealth Effects first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
Wealth Effects's Palantir position peaked at $999K in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.