AWA
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Aletheian Wealth Advisors’s Palantir PLTR Stock Holding History

Aletheian 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
Q3 		$642K Buy
3,430
+1,110
+48% +$177K 0.26% 54
2026
Q2 		$271K Buy
2,320
+299
+15% +$40.8K 0.12% 96
2026
Q1 		$296K Buy
+2,021
New +$309K 0.14% 74
2025
Q3 		$428K Sell
2,345
-161
-6% -$26.1K 0.2% 63
2025
Q2 		$342K Buy
2,506
+73
+3% +$8.56K 0.17% 70
2025
Q1 		$205K Buy
+2,433
New +$214K 0.12% 90

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Aletheian Wealth Advisors's PLTR Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Palantir (PLTR) stake by 48% in Q3 2026, buying an estimated $177K and bringing the position to 3,430 shares worth $642K. The position accounts for 0.26% of the portfolio, ranked #54.

Aletheian Wealth Advisors first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Aletheian Wealth Advisors held 3,430 shares of Palantir worth $642K as of Q3 2026.
  • Aletheian Wealth Advisors bought 1,110 Palantir shares in Q3 2026, an estimated $177K.
  • Palantir made up 0.26% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • Aletheian Wealth Advisors first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.