WEATHERLY ASSET MANAGEMENT L. P.
Position in PLTR — Palantir Technologies Inc.
CIK 934745
DEL MAR, CA
Position in PLTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$405,661
-$102,954 QoQ
Shares Held
3,477
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,962
of 2,821 holders
Holding Since
Dec 2024
7 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $103,766,582 across 7 Software - Infrastructure names. PLTR ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
133,772 | $45,618,927 | |
| 2 | MSFT |
Microsoft Corp
|
95,292 | $35,545,821 | |
| 3 | FTNT |
Fortinet, Inc.
|
104,857 | $16,108,132 | |
| 4 | ZS |
Zscaler, Inc.
|
28,920 | $4,082,058 | |
| 5 | ORCL |
Oracle Corp
|
10,686 | $1,566,033 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,224 | $439,950 | |
| 7 | PLTR |
Palantir Technologies Inc.
This page
|
3,477 | $405,661 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,661 | 3,477 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $508,615 | 3,477 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $628,701 | 3,537 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $643,212 | 3,526 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $480,664 | 3,526 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $295,146 | 3,497 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $255,024 | 3,372 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||