Xcel Wealth Management’s Palantir PLTR Stock Holding History

Xcel 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	$2.02M	Sell	17,343 -5,654	-25%	-$771K	0.48%	48
2026 Q1	$3.36M	Buy	22,997 +397	+2%	+$60.7K	0.93%	27
2025 Q4	$4.02M	Sell	22,600 -2,414	-10%	-$437K	1.02%	23
2025 Q3	$4.56M	Buy	25,014 +4,263	+21%	+$691K	1.19%	25
2025 Q2	$2.83M	Buy	20,751 +1,250	+6%	+$147K	0.81%	35
2025 Q1	$1.65M	Buy	19,501 +985	+5%	+$86.5K	0.51%	48
2024 Q4	$1.4M	Buy	18,516 +10,216	+123%	+$595K	0.39%	50
2024 Q3	$309K	Buy	+8,300	New	+$255K	0.09%	105

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Xcel Wealth Management reduced its Palantir (PLTR) stake by 25% in Q2 2026, selling an estimated $771K and leaving 17,343 shares worth $2.02M. The position accounts for 0.48% of the portfolio, ranked #48.

Xcel Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.56M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Xcel Wealth Management held 17,343 shares of Palantir worth $2.02M as of Q2 2026.
Xcel Wealth Management sold 5,654 Palantir shares in Q2 2026, an estimated $771K.
Palantir made up 0.48% of Xcel Wealth Management's portfolio in Q2 2026, its #48 holding.
Xcel Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
Xcel Wealth Management's Palantir position peaked at $4.56M in Q3 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.