WealthPlan Investment Management’s Palantir PLTR Stock Holding History

WealthPlan Investment Management’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	$6.11M	Buy	52,405 +1,553	+3%	+$212K	0.3%	77
2026 Q1	$7.44M	Buy	50,852 +13,302	+35%	+$2.03M	0.41%	60
2025 Q4	$6.67M	Buy	37,550 +5,770	+18%	+$1.04M	0.43%	66
2025 Q3	$5.8M	Sell	31,780 -6,404	-17%	-$1.04M	0.38%	84
2025 Q2	$5.21M	Sell	38,184 -526	-1%	-$61.7K	0.38%	83
2025 Q1	$3.27M	Buy	38,710 +2,905	+8%	+$255K	0.32%	83
2024 Q4	$2.71M	Buy	35,805 +21,204	+145%	+$1.24M	0.27%	90
2024 Q3	$543K	Buy	+14,601	New	+$448K	0.06%	155

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

WealthPlan Investment Management's PLTR Position: Q2 2026 in Review

WealthPlan Investment Management increased its Palantir (PLTR) stake by 3.1% in Q2 2026, buying an estimated $212K and bringing the position to 52,405 shares worth $6.11M. The position accounts for 0.3% of the portfolio, ranked #77.

WealthPlan Investment Management first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.44M in Q1 2026. 1,047 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

WealthPlan Investment Management held 52,405 shares of Palantir worth $6.11M as of Q2 2026.
WealthPlan Investment Management bought 1,553 Palantir shares in Q2 2026, an estimated $212K.
Palantir made up 0.3% of WealthPlan Investment Management's portfolio in Q2 2026, its #77 holding.
WealthPlan Investment Management first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
WealthPlan Investment Management's Palantir position peaked at $7.44M in Q1 2026.
1,047 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.