Williams Jones Wealth Management’s Palantir PLTR Stock Holding History

Williams Jones 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	$470K	Buy	4,029 +288	+8%	+$39.3K	0.01%	385
2026 Q1	$547K	Buy	3,741 +81	+2%	+$12.4K	0.01%	340
2025 Q4	$651K	Sell	3,660 -240	-6%	-$43.4K	0.01%	309
2025 Q3	$711K	Sell	3,900 -176	-4%	-$28.5K	0.01%	300
2025 Q2	$556K	Buy	4,076 +136	+3%	+$16K	0.01%	335
2025 Q1	$333K	Sell	3,940 -323	-8%	-$28.4K	﹤0.01%	393
2024 Q4	$322K	Buy	+4,263	New	+$248K	﹤0.01%	404

Other funds holding PLTR

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Williams Jones Wealth Management's PLTR Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Palantir (PLTR) stake by 7.7% in Q2 2026, buying an estimated $39.3K and bringing the position to 4,029 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #385.

Williams Jones Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $711K in Q3 2025. 1,576 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Williams Jones Wealth Management held 4,029 shares of Palantir worth $470K as of Q2 2026.
Williams Jones Wealth Management bought 288 Palantir shares in Q2 2026, an estimated $39.3K.
Palantir made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #385 holding.
Williams Jones Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Williams Jones Wealth Management's Palantir position peaked at $711K in Q3 2025.
1,576 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.