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Whalen Wealth Management’s Palantir PLTR Stock Holding History

Whalen 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 		$1.21M Sell
10,328
-1,451
-12% -$198K 0.54% 56
2026
Q1 		$1.72M Buy
11,779
+2,960
+34% +$453K 0.92% 27
2025
Q4 		$1.57M Buy
8,819
+7,485
+561% +$1.36M 0.84% 25
2025
Q3 		$243K Sell
1,334
-375
-22% -$60.8K 0.14% 156
2025
Q2 		$233K Buy
+1,709
New +$200K 0.15% 184

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

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

Whalen Wealth Management reduced its Palantir (PLTR) stake by 12% in Q2 2026, selling an estimated $198K and leaving 10,328 shares worth $1.21M. The position accounts for 0.54% of the portfolio, ranked #56.

Whalen Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2026. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Whalen Wealth Management held 10,328 shares of Palantir worth $1.21M as of Q2 2026.
  • Whalen Wealth Management sold 1,451 Palantir shares in Q2 2026, an estimated $198K.
  • Palantir made up 0.54% of Whalen Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Whalen Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Whalen Wealth Management's Palantir position peaked at $1.72M in Q1 2026.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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