Aprio Wealth Management
PLTR icon

Aprio Wealth Management’s Palantir PLTR Stock Holding History

Aprio 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
2026
Q3 		$2.36M Buy
12,626
+1,181
+10% +$188K 0.11% 131
2026
Q2 		$1.34M Sell
11,445
-994
-8% -$136K 0.07% 187
2026
Q1 		$1.82M Buy
12,439
+2,026
+19% +$310K 0.1% 137
2025
Q4 		$1.85M Buy
10,413
+1,037
+11% +$188K 0.11% 129
2025
Q3 		$1.71M Buy
9,376
+1,032
+12% +$167K 0.17% 85
2025
Q2 		$1.14M Buy
8,344
+3,428
+70% +$402K 0.13% 100
2025
Q1 		$415K Buy
4,916
+625
+15% +$54.9K 0.05% 203
2024
Q4 		$325K Buy
+4,291
New +$250K 0.05% 196

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aprio Wealth Management's PLTR Position: Q3 2026 in Review

Aprio Wealth Management increased its Palantir (PLTR) stake by 10% in Q3 2026, buying an estimated $188K and bringing the position to 12,626 shares worth $2.36M. The position accounts for 0.11% of the portfolio, ranked #131.

Aprio Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Aprio Wealth Management held 12,626 shares of Palantir worth $2.36M as of Q3 2026.
  • Aprio Wealth Management bought 1,181 Palantir shares in Q3 2026, an estimated $188K.
  • Palantir made up 0.11% of Aprio Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Aprio Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • 2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.