Kingsview Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1791965
GRANTS PASS, OR
Position in PLTR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$50,389,655
-$11,385,997 QoQ
Shares Held
431,899
+2.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2021CallValue
$9,987
CallShares
5,300
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, 2026Kingsview Wealth Management, LLC holds $200,059,155 across 18 Software - Infrastructure names. PLTR ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
262,425 | $97,889,773 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
431,899 | $50,389,655 | |
| 3 | ORCL |
Oracle Corp
|
151,984 | $22,273,255 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
50,540 | $9,642,273 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,822 | $7,100,718 | |
| 6 | DOX |
Amdocs Ltd
|
71,823 | $3,629,933 | |
| 7 | CRWV |
CoreWeave, Inc.
|
18,039 | $1,795,602 | |
| 8 | FTNT |
Fortinet, Inc.
|
9,389 | $1,442,338 |
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,389,655 | 431,899 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $61,775,652 | 422,311 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,103,751 | 79,346 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,659,739 | 63,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,599,071 | 41,073 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,696,522 | 55,646 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,852,819 | 50,943 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,290,319 | 34,686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,087,948 | 42,951 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,045,758 | 45,448 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,229,062 | 71,582 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $486,942 | 31,764 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $130,476 | 15,441 | Shares | Sole | 2023-05-15 | |
| 2021-03-31 | $9,987 | 5,300 | Call | Sole | 2021-05-24 | |
| 2021-03-31 | $138,808 | 5,960 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||