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Wellspring Financial Advisors’s Palantir PLTR Stock Holding History

Wellspring Financial Advisors’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 		$277K Buy
2,378
+211
+10% +$28.8K 0.02% 229
2026
Q1 		$317K Sell
2,167
-638
-23% -$97.5K 0.02% 212
2025
Q4 		$499K Buy
2,805
+602
+27% +$109K 0.04% 145
2025
Q3 		$402K Buy
2,203
+113
+5% +$18.3K 0.04% 103
2025
Q2 		$285K Buy
+2,090
New +$245K 0.03% 116

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Wellspring Financial Advisors's PLTR Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Palantir (PLTR) stake by 9.7% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,378 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #229.

Wellspring Financial Advisors first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $499K in Q4 2025. 869 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Wellspring Financial Advisors held 2,378 shares of Palantir worth $277K as of Q2 2026.
  • Wellspring Financial Advisors bought 211 Palantir shares in Q2 2026, an estimated $28.8K.
  • Palantir made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #229 holding.
  • Wellspring Financial Advisors first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Wellspring Financial Advisors's Palantir position peaked at $499K in Q4 2025.
  • 869 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.