Worth Financial Advisory Group’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$277K Buy
+2,377
New +$324K 0.12% 162
2026
Q1
Sell
-2,467
Closed -$439K 145
2025
Q4
$439K Buy
2,467
+153
+7% +$27.7K 0.21% 109
2025
Q3
$422K Buy
2,314
+35
+2% +$5.67K 0.24% 102
2025
Q2
$311K Buy
+2,279
New +$267K 0.19% 113

Other funds holding PLTR

Worth Financial Advisory Group's PLTR Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Palantir (PLTR) in Q2 2026: 2,377 shares worth $277K. The stake represents 0.12% of the portfolio and ranks #162 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in PLTR as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $439K in Q4 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Worth Financial Advisory Group held 2,377 shares of Palantir worth $277K as of Q2 2026.
  • Palantir was a new Worth Financial Advisory Group position in Q2 2026.
  • Palantir made up 0.12% of Worth Financial Advisory Group's portfolio in Q2 2026, its #162 holding.
  • Worth Financial Advisory Group first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Worth Financial Advisory Group's Palantir position peaked at $439K in Q4 2025.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.