WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1632972
PLYMOUTH, MN
Position in PLTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$57,498,592
-$10,199,792 QoQ
Shares Held
492,831
+6.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#226
of 2,831 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2026CallValue
$35,001
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. PLTR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,507,496 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,001 | 300 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $57,498,592 | 492,831 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $67,698,384 | 462,800 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,263,269 | 7,107 | Call | Sole | 2026-01-08 | |
| 2025-12-31 | $313,585,661 | 1,764,195 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,836,880 | 77,564 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $320,786,299 | 1,758,504 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,341,824 | 83,200 | Call | Sole | 2025-07-10 | |
| 2025-06-30 | $88,759,860 | 651,114 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $149,484,216 | 1,771,140 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $9,343,080 | 110,700 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $3,395,787 | 44,900 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $51,065,602 | 675,203 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $23,223,476 | 624,287 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $37,200 | 1,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $13,200 | 5,000 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $20,209,743 | 797,858 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,138,898 | 310,252 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $1,803 | 700 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $4,102,548 | 238,937 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $1,085 | 500 | Call | Sole | 2024-01-30 | |
| 2023-09-30 | $4,504,848 | 281,553 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $2,743 | 1,000 | Call | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||