Castle Rock Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1727605
WALNUT CREEK, CA
Position in PLTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,414,390
-$3,093,667 QoQ
Shares Held
12,123
-60.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,172
of 2,821 holders
Holding Since
Dec 2020
18 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, 2026Castle Rock Wealth Management, LLC holds $23,708,621 across 7 Software - Infrastructure names. PLTR ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
24,804 | $8,458,660 | |
| 2 | MSFT |
Microsoft Corp
|
21,962 | $8,192,265 | |
| 3 | CRWV |
CoreWeave, Inc.
|
24,119 | $2,400,805 | |
| 4 | ORCL |
Oracle Corp
|
13,320 | $1,952,046 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
12,123 | $1,414,390 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
22,520 | $1,074,119 | |
| 7 | NET |
Cloudflare, Inc.
|
882 | $216,336 |
All Filings in PLTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,414,390 | 12,123 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,508,057 | 30,818 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,509,005 | 30,993 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,620,542 | 30,811 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,280,993 | 31,404 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,552,087 | 30,238 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,165,191 | 41,851 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $2,983,328 | 80,197 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,044,586 | 80,718 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,725,565 | 74,992 | Shares | Sole | 2024-05-13 | |
| 2022-09-30 | $109,502 | 13,469 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $114,998 | 12,679 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $283,249 | 20,630 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $394,883 | 21,685 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $525,538 | 21,861 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $577,521 | 21,909 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $599,880 | 25,757 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $413,820 | 17,572 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||