AllSquare Wealth Management’s Palantir PLTR Stock Holding History

AllSquare 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	$36.5K	Hold	200	–	–	0.02%	263
2025 Q2	$27.3K	Hold	200	–	–	0.02%	281
2025 Q1	$16.9K	Sell	200 -100	-33%	-$8.78K	0.01%	329
2024 Q4	$22.7K	Hold	300	–	–	0.01%	292
2024 Q3	$11.2K	Hold	300	–	–	0.01%	369
2024 Q2	$7.6K	Hold	300	–	–	﹤0.01%	397
2024 Q1	$6.9K	Hold	300	–	–	﹤0.01%	405
2023 Q4	$5.15K	Hold	300	–	–	﹤0.01%	422
2023 Q3	$4.8K	Hold	300	–	–	﹤0.01%	424
2023 Q2	$4.41K	Hold	300	–	–	﹤0.01%	446
2023 Q1	$2.54K	Hold	300	–	–	﹤0.01%	466
2022 Q4	$1.93K	Hold	300	–	–	﹤0.01%	462
2022 Q3	$2K	Sell	300 -400	-57%	-$3.56K	﹤0.01%	459
2022 Q2	$6K	Sell	700 -3,600	-84%	-$35.6K	﹤0.01%	411
2022 Q1	$59K	Buy	4,300 +600	+16%	+$8K	0.04%	205
2021 Q4	$67K	Sell	3,700 -1,000	-21%	-$22.1K	0.04%	186
2021 Q3	$113K	Buy	+4,700	New	+$115K	0.07%	132

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AllSquare Wealth Management held its Palantir (PLTR) position steady in Q3 2025 at 200 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #263.

AllSquare Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 17 quarters since. The position peaked at $113K in Q3 2021. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

AllSquare Wealth Management held 200 shares of Palantir worth $36.5K as of Q3 2025.
AllSquare Wealth Management left its Palantir share count unchanged in Q3 2025.
Palantir made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #263 holding.
AllSquare Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 17 quarters since.
AllSquare Wealth Management's Palantir position peaked at $113K in Q3 2021.
2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.