Evercore Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1482689
New York, NY
Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,681,055
-$861,085 QoQ
Shares Held
31,551
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#804
of 2,820 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. PLTR ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
|
646 | $288,161 |
All Filings in PLTR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,681,055 | 31,551 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,542,140 | 31,051 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,928,140 | 33,351 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,083,889 | 33,351 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,546,408 | 33,351 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,984,468 | 35,361 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,888,007 | 38,186 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,420,519 | 38,186 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $967,251 | 38,186 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $744,051 | 32,336 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $534,175 | 31,111 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $498,080 | 31,130 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $476,931 | 31,111 | Shares | Defined | 2023-08-04 | |
| 2021-09-30 | $625,040 | 26,000 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||