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Apexium Financial’s Palantir PLTR Stock Holding History

Apexium Financial’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 		$759K Sell
4,163
-79
-2% -$12.8K 0.04% 152
2025
Q2 		$578K Sell
4,242
-224
-5% -$26.3K 0.03% 168
2025
Q1 		$377K Sell
4,466
-1,665
-27% -$146K 0.02% 201
2024
Q4 		$464K Sell
6,131
-390
-6% -$22.7K 0.03% 168
2024
Q3 		$243K Buy
+6,521
New +$200K 0.02% 210

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

Apexium Financial's PLTR Position: Q3 2025 in Review

Apexium Financial reduced its Palantir (PLTR) stake by 1.9% in Q3 2025, selling an estimated $12.8K and leaving 4,163 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #152.

Apexium Financial first reported a position in PLTR in Q3 2024 and has held it in 5 quarters since. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Apexium Financial held 4,163 shares of Palantir worth $759K as of Q3 2025.
  • Apexium Financial sold 79 Palantir shares in Q3 2025, an estimated $12.8K.
  • Palantir made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #152 holding.
  • Apexium Financial first reported a position in Palantir in Q3 2024 and has held it in 5 quarters since.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.