WWM
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Western Wealth Management’s Palantir PLTR Stock Holding History

Western Wealth 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 		$5.68M Sell
48,685
-8,116
-14% -$1.11M 0.19% 114
2026
Q1 		$8.31M Buy
56,801
+5,427
+11% +$830K 0.32% 52
2025
Q4 		$9.13M Sell
51,374
-801
-2% -$145K 0.42% 43
2025
Q3 		$9.52M Buy
52,175
+12,108
+30% +$1.96M 0.5% 38
2025
Q2 		$5.46M Buy
40,067
+3,167
+9% +$371K 0.32% 59
2025
Q1 		$3.11M Sell
36,900
-10,799
-23% -$948K 0.21% 100
2024
Q4 		$3.61M Buy
47,699
+1,487
+3% +$86.6K 0.19% 107
2024
Q3 		$1.72M Sell
46,212
-15,997
-26% -$491K 0.1% 211
2024
Q2 		$1.58M Buy
62,209
+1,610
+3% +$36.3K 0.12% 158
2024
Q1 		$1.39M Buy
60,599
+25,405
+72% +$541K 0.11% 176
2023
Q4 		$604K Buy
35,194
+7,125
+25% +$127K 0.04% 365
2023
Q3 		$449K Buy
+28,069
New +$447K 0.04% 412
2023
Q2 		– Sell
-33,076
Closed -$280K – 667
2023
Q1 		$280K Buy
33,076
+7,750
+31% +$60.7K 0.03% 516
2022
Q4 		$163K Sell
25,326
-14,354
-36% -$109K 0.02% 581
2022
Q3 		$319K Buy
39,680
+5,652
+17% +$50.3K 0.02% 613
2022
Q2 		$306K Sell
34,028
-780
-2% -$7.71K 0.02% 604
2022
Q1 		$478K Buy
+34,808
New +$464K 0.02% 542
2021
Q2 		$284K Buy
+10,675
New +$247K 0.03% 510

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

Western Wealth Management's PLTR Position: Q2 2026 in Review

Western Wealth Management reduced its Palantir (PLTR) stake by 14% in Q2 2026, selling an estimated $1.11M and leaving 48,685 shares worth $5.68M. The position accounts for 0.19% of the portfolio, ranked #114.

Western Wealth Management first reported a position in PLTR in Q2 2021 and has held it in 18 quarters since. The position peaked at $9.52M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Western Wealth Management held 48,685 shares of Palantir worth $5.68M as of Q2 2026.
  • Western Wealth Management sold 8,116 Palantir shares in Q2 2026, an estimated $1.11M.
  • Palantir made up 0.19% of Western Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Western Wealth Management first reported a position in Palantir in Q2 2021 and has held it in 18 quarters since.
  • Western Wealth Management's Palantir position peaked at $9.52M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.