BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Palantir PLTR Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$4M	Sell	34,299 -29,051	-46%	-$3.96M	0.54%	27
2026 Q1	$9.27M	Buy	63,350 +6,572	+12%	+$1M	1.25%	8
2025 Q4	$10.1M	Sell	56,778 -2,110	-4%	-$382K	1.33%	8
2025 Q3	$10.7M	Buy	58,888 +309	+0.5%	+$50.1K	1.52%	8
2025 Q2	$7.99M	Buy	58,579 +2,296	+4%	+$269K	1.25%	9
2025 Q1	$4.75M	Buy	56,283 +6,124	+12%	+$538K	0.79%	15
2024 Q4	$3.79M	Buy	50,159 +8,139	+19%	+$474K	0.64%	22
2024 Q3	$1.56M	Buy	+42,020	New	+$1.29M	0.25%	73

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 $3.38T AUM 44.17% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PLTR Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Palantir (PLTR) stake by 46% in Q2 2026, selling an estimated $3.96M and leaving 34,299 shares worth $4M. The position accounts for 0.54% of the portfolio, ranked #27.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.7M in Q3 2025. 2,865 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 34,299 shares of Palantir worth $4M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 29,051 Palantir shares in Q2 2026, an estimated $3.96M.
Palantir made up 0.54% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #27 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Palantir in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Palantir position peaked at $10.7M in Q3 2025.
2,865 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.