Wealth Enhancement Advisory Services
PLTR icon

Wealth Enhancement Advisory Services’s Palantir PLTR Stock Holding History

Wealth Enhancement Advisory Services’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 		$59.2M Buy
492,831
+30,031
+6% +$4.1M 0.1% 185
2026
Q1 		$65M Sell
462,800
-1,301,395
-74% -$199M 0.13% 139
2025
Q4 		$317M Buy
1,764,195
+5,691
+0.3% +$1.03M 0.43% 37
2025
Q3 		$320M Buy
1,758,504
+1,107,390
+170% +$179M 0.48% 35
2025
Q2 		$87.5M Sell
651,114
-1,120,026
-63% -$131M 0.14% 140
2025
Q1 		$149M Buy
1,771,140
+1,095,937
+162% +$96.2M 0.29% 64
2024
Q4 		$51.1M Buy
675,203
+50,916
+8% +$2.97M 0.1% 198
2024
Q3 		$23.2M Sell
624,287
-173,571
-22% -$5.33M 0.05% 326
2024
Q2 		$20.2M Buy
797,858
+487,606
+157% +$11M 0.05% 329
2024
Q1 		$7.14M Buy
310,252
+71,315
+30% +$1.52M 0.02% 565
2023
Q4 		$4.1M Sell
238,937
-42,616
-15% -$759K 0.01% 662
2023
Q3 		$4.5M Buy
+281,553
New +$4.48M 0.01% 606

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's PLTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Palantir (PLTR) stake by 6.5% in Q2 2026, buying an estimated $4.1M and bringing the position to 492,831 shares worth $59.2M. The position accounts for 0.1% of the portfolio, ranked #185.

Wealth Enhancement Advisory Services first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $320M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 492,831 shares of Palantir worth $59.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 30,031 Palantir shares in Q2 2026, an estimated $4.1M.
  • Palantir made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #185 holding.
  • Wealth Enhancement Advisory Services first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Palantir position peaked at $320M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.