Position in PLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$688,819
+$513,025 QoQ
Shares Held
5,904
+497.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,589
of 2,821 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Concord Wealth Partners holds $16,435,763 across 17 Software - Infrastructure names. PLTR ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,122 | $14,220,268 | |
| 2 | ORCL |
Oracle Corp
|
8,776 | $1,286,122 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
5,904 | $688,819 | |
| 4 | PANW |
Palo Alto Networks Inc
|
312 | $106,398 | |
| 5 | APPN |
Appian Corp
|
3,014 | $69,020 | |
| 6 | VRSN |
Verisign Inc/Ca
|
119 | $29,935 | |
| 7 | CRWV |
CoreWeave, Inc.
|
146 | $14,532 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
56 | $7,360 |
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,819 | 5,904 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $175,794 | 989 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $134,808 | 739 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $130,867 | 960 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $56,801 | 673 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $39,857 | 527 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,444 | 227 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,749 | 227 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,223 | 227 | Shares | Sole | 2024-04-30 | |
| 2022-12-31 | $134 | 21 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $907 | 100 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $48,617 | 3,541 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $103,232 | 5,669 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $37,863 | 1,575 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $34,399 | 1,305 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||