AWA
PLTR icon

Aaron Wealth Advisors’s Palantir PLTR Stock Holding History

Aaron Wealth Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.7M Sell
25,296
-8,282
-25% -$1.27M 0.21% 59
2025
Q4 		$5.97M Buy
33,578
+6,251
+23% +$1.13M 0.33% 37
2025
Q3 		$4.98M Buy
27,327
+14,852
+119% +$2.41M 0.3% 41
2025
Q2 		$1.7M Buy
12,475
+1,544
+14% +$181K 0.17% 78
2025
Q1 		$923K Buy
10,931
+1,374
+14% +$121K 0.11% 130
2024
Q4 		$723K Buy
9,557
+1,170
+14% +$68.2K 0.08% 151
2024
Q3 		$312K Buy
+8,387
New +$257K 0.04% 289
2022
Q2 		– Sell
-5,711
Closed -$416K – 666
2022
Q1 		$416K Buy
+5,711
New +$76.2K 0.01% 566

Other funds holding PLTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return