Annex Advisory Services
PLTR icon

Annex Advisory Services’s Palantir PLTR Stock Holding History

Annex Advisory Services’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 		$2.68M Sell
14,307
-422
-3% -$67.3K 0.04% 139
2026
Q2 		$1.72M Buy
14,729
+1,336
+10% +$182K 0.03% 166
2026
Q1 		$1.96M Buy
13,393
+541
+4% +$82.7K 0.04% 153
2025
Q4 		$2.28M Buy
12,852
+456
+4% +$82.6K 0.04% 147
2025
Q3 		$2.26M Buy
12,396
+185
+2% +$30K 0.05% 128
2025
Q2 		$1.66M Buy
12,211
+31
+0.3% +$3.64K 0.04% 134
2025
Q1 		$1.03M Buy
12,180
+489
+4% +$42.9K 0.03% 159
2024
Q4 		$884K Sell
11,691
-6,808
-37% -$397K 0.03% 174
2024
Q3 		$688K Sell
18,499
-1,332
-7% -$40.9K 0.02% 169
2024
Q2 		$502K Buy
19,831
+1,397
+8% +$31.5K 0.02% 186
2024
Q1 		$424K Sell
18,434
-2,800
-13% -$59.7K 0.02% 195
2023
Q4 		$365K Buy
21,234
+3,000
+16% +$53.4K 0.02% 193
2023
Q3 		$292K Hold
18,234
– – 0.02% 202
2023
Q2 		$280K Hold
18,234
– – 0.02% 204
2023
Q1 		$154K Buy
18,234
+3,223
+21% +$25.2K 0.01% 237
2022
Q4 		$96.4K Sell
15,011
-50
-0.3% -$379 0.01% 248
2022
Q3 		$122K Hold
15,061
– – 0.01% 230
2022
Q2 		$137K Sell
15,061
-3,444
-19% -$34K 0.01% 247
2022
Q1 		$254K Buy
+18,505
New +$247K 0.02% 212

Other funds holding PLTR

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Annex Advisory Services's PLTR Position: Q3 2026 in Review

Annex Advisory Services reduced its Palantir (PLTR) stake by 2.9% in Q3 2026, selling an estimated $67.3K and leaving 14,307 shares worth $2.68M. The position accounts for 0.04% of the portfolio, ranked #139.

Annex Advisory Services first reported a position in PLTR in Q1 2022 and has held it in 19 quarters since. 861 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Annex Advisory Services held 14,307 shares of Palantir worth $2.68M as of Q3 2026.
  • Annex Advisory Services sold 422 Palantir shares in Q3 2026, an estimated $67.3K.
  • Palantir made up 0.04% of Annex Advisory Services's portfolio in Q3 2026, its #139 holding.
  • Annex Advisory Services first reported a position in Palantir in Q1 2022 and has held it in 19 quarters since.
  • 861 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.