Ascent Wealth Partners’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$6.89M Sell
36,852
-794
-2% -$127K 0.68% 45
2026
Q2
$4.39M Buy
37,646
+13,288
+55% +$1.81M 0.44% 61
2026
Q1
$3.56M Buy
24,358
+1,006
+4% +$154K 0.41% 62
2025
Q4
$4.15M Buy
23,352
+136
+0.6% +$24.6K 0.48% 56
2025
Q3
$4.24M Sell
23,216
-10,704
-32% -$1.73M 0.49% 55
2025
Q2
$4.62M Sell
33,920
-206
-0.6% -$24.2K 0.57% 52
2025
Q1
$2.88M Buy
34,126
+30,734
+906% +$2.7M 0.39% 59
2024
Q4
$257K Buy
+3,392
New +$198K 0.03% 156

Other funds holding PLTR

Ascent Wealth Partners's PLTR Position: Q3 2026 in Review

Ascent Wealth Partners reduced its Palantir (PLTR) stake by 2.1% in Q3 2026, selling an estimated $127K and leaving 36,852 shares worth $6.89M. The position accounts for 0.68% of the portfolio, ranked #45.

Ascent Wealth Partners first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. 1,060 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Ascent Wealth Partners held 36,852 shares of Palantir worth $6.89M as of Q3 2026.
  • Ascent Wealth Partners sold 794 Palantir shares in Q3 2026, an estimated $127K.
  • Palantir made up 0.68% of Ascent Wealth Partners's portfolio in Q3 2026, its #45 holding.
  • Ascent Wealth Partners first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • 1,060 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.