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WMG Financial Advisors’s Palantir PLTR Stock Holding History

WMG Financial Advisors’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 		– Sell
-1,511
Closed -$221K – 114
2026
Q1 		$221K Buy
1,511
+288
+24% +$44K 0.09% 88
2025
Q4 		$217K Sell
1,223
-2,106
-63% -$381K 0.09% 100
2025
Q3 		$607K Sell
3,329
-465
-12% -$75.4K 0.2% 76
2025
Q2 		$517K Buy
3,794
+503
+15% +$59K 0.19% 76
2025
Q1 		$278K Buy
3,291
+310
+10% +$27.2K 0.12% 123
2024
Q4 		$225K Buy
+2,981
New +$174K 0.1% 147

Other funds holding PLTR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WMG Financial Advisors's PLTR Position: Q2 2026 in Review

WMG Financial Advisors sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,511 shares — an estimated $221K sold.

WMG Financial Advisors first reported a position in PLTR in Q4 2024 and held it in 6 quarters. The position peaked at $607K in Q3 2025. 1,327 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • WMG Financial Advisors reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 1,511 Palantir shares in Q2 2026, an estimated $221K.
  • WMG Financial Advisors first reported a position in Palantir in Q4 2024 and held it in 6 quarters.
  • WMG Financial Advisors's Palantir position peaked at $607K in Q3 2025.
  • 1,327 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.