AmeriServ Wealth Advisors’s Palantir PLTR Stock Holding History

AmeriServ 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	$232K	Buy	+1,240	New	+$198K	0.18%	45
2026 Q2	–	Sell	-1,487	Closed	-$218K	–	60
2026 Q1	$218K	Sell	1,487 -146	-9%	-$22.3K	0.14%	56
2025 Q4	$290K	Sell	1,633 -328	-17%	-$59.4K	0.17%	48
2025 Q3	$358K	Buy	1,961 +366	+23%	+$59.3K	0.18%	47
2025 Q2	$217K	Buy	+1,595	New	+$187K	0.11%	54

Other funds holding PLTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

AmeriServ Wealth Advisors opened a new position in Palantir (PLTR) in Q3 2026: 1,240 shares worth $232K. The stake represents 0.18% of the portfolio and ranks #45 among its holdings. This is a return to the name: AmeriServ Wealth Advisors previously reported a position in PLTR as recently as Q1 2026.

AmeriServ Wealth Advisors first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q3 2025. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

AmeriServ Wealth Advisors held 1,240 shares of Palantir worth $232K as of Q3 2026.
Palantir was a new AmeriServ Wealth Advisors position in Q3 2026.
Palantir made up 0.18% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #45 holding.
AmeriServ Wealth Advisors first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
AmeriServ Wealth Advisors's Palantir position peaked at $358K in Q3 2025.
2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.