BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PLTR — Palantir Technologies Inc.
CIK 2010186
CINCINNATI, OH
Position in PLTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$206,855
-$110,718 QoQ
Shares Held
1,773
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,442
of 2,816 holders
Holding Since
Sep 2021
13 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,105,264 across 20 Software - Infrastructure names. PLTR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
1,773 | $206,855 | |
| 7 | SNPS |
Synopsys Inc
|
454 | $202,515 | |
| 8 | RELY |
Remitly Global, Inc.
|
8,448 | $189,319 |
All Filings in PLTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,855 | 1,773 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $317,573 | 2,171 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $372,030 | 2,093 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $376,514 | 2,064 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $276,456 | 2,028 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $104,571 | 1,239 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $64,285 | 850 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $42,780 | 1,150 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $29,129 | 1,150 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $115,050 | 5,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $34,340 | 2,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,200 | 700 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $2,404 | 100 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||