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Westwood Wealth Management’s Palantir PLTR Stock Holding History

Westwood 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 		$3.84M Sell
32,899
-10,180
-24% -$1.39M 1.11% 18
2026
Q1 		$6.3M Buy
43,079
+29,804
+225% +$4.56M 2.47% 10
2025
Q4 		$2.36M Sell
13,275
-28,740
-68% -$5.2M 1.77% 18
2025
Q3 		$7.66M Sell
42,015
-19,763
-32% -$3.2M 2.81% 10
2025
Q2 		$8.42M Buy
61,778
+9,328
+18% +$1.09M 2.83% 8
2025
Q1 		$4.43M Buy
52,450
+34,950
+200% +$3.07M 1.91% 11
2024
Q4 		$1.32M Buy
+17,500
New +$1.02M 0.48% 23

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 $3.38T AUM 44.17% 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

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

Westwood Wealth Management reduced its Palantir (PLTR) stake by 24% in Q2 2026, selling an estimated $1.39M and leaving 32,899 shares worth $3.84M. The position accounts for 1.11% of the portfolio, ranked #18.

Westwood Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.42M in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Westwood Wealth Management held 32,899 shares of Palantir worth $3.84M as of Q2 2026.
  • Westwood Wealth Management sold 10,180 Palantir shares in Q2 2026, an estimated $1.39M.
  • Palantir made up 1.11% of Westwood Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Westwood Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Westwood Wealth Management's Palantir position peaked at $8.42M in Q2 2025.
  • 2,855 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.