WealthPLAN Partners’s Palantir PLTR Stock Holding History

WealthPLAN Partners’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	$786K	Sell	6,737 -589	-8%	-$80.3K	0.15%	124
2026 Q1	$1.07M	Sell	7,326 -8,504	-54%	-$1.3M	0.21%	115
2025 Q4	$2.81M	Sell	15,830 -209	-1%	-$37.8K	0.42%	67
2025 Q3	$2.93M	Buy	16,039 +609	+4%	+$98.7K	0.44%	70
2025 Q2	$2.1M	Sell	15,430 -288	-2%	-$33.8K	0.34%	93
2025 Q1	$1.33M	Buy	15,718 +1,916	+14%	+$168K	0.19%	106
2024 Q4	$1.04M	Buy	13,802 +4,589	+50%	+$267K	0.15%	123
2024 Q3	$343K	Sell	9,213 -3,397	-27%	-$104K	0.05%	221
2024 Q2	$319K	Buy	+12,610	New	+$284K	0.03%	244
2023 Q3	–	Sell	-2,842	Closed	-$43.6K	–	912
2023 Q2	$43.6K	Buy	2,842 +135	+5%	+$1.53K	0.01%	533
2023 Q1	$22.9K	Buy	+2,707	New	+$21.2K	﹤0.01%	698

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

WealthPLAN Partners's PLTR Position: Q2 2026 in Review

WealthPLAN Partners reduced its Palantir (PLTR) stake by 8% in Q2 2026, selling an estimated $80.3K and leaving 6,737 shares worth $786K. The position accounts for 0.15% of the portfolio, ranked #124.

WealthPLAN Partners first reported a position in PLTR in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q3 2025. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

WealthPLAN Partners held 6,737 shares of Palantir worth $786K as of Q2 2026.
WealthPLAN Partners sold 589 Palantir shares in Q2 2026, an estimated $80.3K.
Palantir made up 0.15% of WealthPLAN Partners's portfolio in Q2 2026, its #124 holding.
WealthPLAN Partners first reported a position in Palantir in Q1 2023 and has held it in 11 quarters since.
WealthPLAN Partners's Palantir position peaked at $2.93M in Q3 2025.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.