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Willner & Heller’s Palantir PLTR Stock Holding History

Willner & Heller’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 		$1.35M Buy
11,553
+143
+1% +$19.5K 0.84% 30
2026
Q1 		$1.67M Buy
11,410
+1,405
+14% +$215K 1.24% 18
2025
Q4 		$1.78M Buy
10,005
+1,115
+13% +$202K 1.28% 17
2025
Q3 		$1.62M Sell
8,890
-66
-0.7% -$10.7K 1.25% 16
2025
Q2 		$1.22M Buy
8,956
+3,020
+51% +$354K 1.03% 24
2025
Q1 		$501K Buy
5,936
+345
+6% +$30.3K 0.46% 74
2024
Q4 		$423K Sell
5,591
-185
-3% -$10.8K 0.37% 88
2024
Q3 		$215K Buy
+5,776
New +$177K 0.19% 143

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Willner & Heller's PLTR Position: Q2 2026 in Review

Willner & Heller increased its Palantir (PLTR) stake by 1.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 11,553 shares worth $1.35M. The position accounts for 0.84% of the portfolio, ranked #30.

Willner & Heller first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q4 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Willner & Heller held 11,553 shares of Palantir worth $1.35M as of Q2 2026.
  • Willner & Heller bought 143 Palantir shares in Q2 2026, an estimated $19.5K.
  • Palantir made up 0.84% of Willner & Heller's portfolio in Q2 2026, its #30 holding.
  • Willner & Heller first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
  • Willner & Heller's Palantir position peaked at $1.78M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.