AWM
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Accredited Wealth Management’s Palantir PLTR Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$16.6K Sell
30
-46
-61% -$7.46K 0.01% 215
2025
Q2 		$10.4K Hold
76
– – 0.01% 260
2025
Q1 		$6.42K Sell
76
-24
-24% -$2.11K 0.01% 279
2024
Q4 		$7.56K Buy
+100
New +$5.83K 0.01% 269

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accredited Wealth Management's PLTR Position: Q3 2025 in Review

Accredited Wealth Management reduced its Palantir (PLTR) stake by 61% in Q3 2025, selling an estimated $7.46K and leaving 30 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #215.

Accredited Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 4 quarters since. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Accredited Wealth Management held 30 shares of Palantir worth $16.6K as of Q3 2025.
  • Accredited Wealth Management sold 46 Palantir shares in Q3 2025, an estimated $7.46K.
  • Palantir made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #215 holding.
  • Accredited Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 4 quarters since.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.