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Wealth Management Associates’s Palantir PLTR Stock Holding History

Wealth Management Associates’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 		$5.66M Buy
48,536
+1,393
+3% +$190K 1.56% 14
2026
Q1 		$6.9M Sell
47,143
-269
-0.6% -$41.1K 2.38% 8
2025
Q4 		$8.43M Sell
47,412
-305
-0.6% -$55.2K 2.93% 7
2025
Q3 		$8.7M Sell
47,717
-1,831
-4% -$297K 3.09% 7
2025
Q2 		$6.75M Buy
49,548
+299
+0.6% +$35.1K 2.63% 8
2025
Q1 		$4.16M Buy
49,249
+682
+1% +$59.9K 1.78% 15
2024
Q4 		$3.67M Sell
48,567
-2,507
-5% -$146K 1.57% 14
2024
Q3 		$1.9M Sell
51,074
-1,796
-3% -$55.1K 0.84% 28
2024
Q2 		$1.34M Hold
52,870
– – 0.63% 38
2024
Q1 		$1.34M Buy
52,870
+29,280
+124% +$624K 0.63% 38
2023
Q4 		$405K Buy
23,590
+5,275
+29% +$94K 0.21% 99
2023
Q3 		$293K Buy
+18,315
New +$292K 0.17% 130

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 Management Associates's PLTR Position: Q2 2026 in Review

Wealth Management Associates increased its Palantir (PLTR) stake by 3% in Q2 2026, buying an estimated $190K and bringing the position to 48,536 shares worth $5.66M. The position accounts for 1.56% of the portfolio, ranked #14.

Wealth Management Associates first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.7M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Wealth Management Associates held 48,536 shares of Palantir worth $5.66M as of Q2 2026.
  • Wealth Management Associates bought 1,393 Palantir shares in Q2 2026, an estimated $190K.
  • Palantir made up 1.56% of Wealth Management Associates's portfolio in Q2 2026, its #14 holding.
  • Wealth Management Associates first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
  • Wealth Management Associates's Palantir position peaked at $8.7M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.