Avaii Wealth Management’s Palantir PLTR Stock Holding History

Avaii 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	$524K	Buy	2,774 +14	+0.5%	+$2.23K	0.15%	87
2026 Q2	$322K	Sell	2,760 -2,811	-50%	-$383K	0.09%	134
2026 Q1	$815K	Buy	5,571 +1,989	+56%	+$304K	0.28%	44
2025 Q4	$637K	Sell	3,582 -13	-0.4%	-$2.35K	0.23%	55
2025 Q3	$656K	Buy	3,595 +16	+0.4%	+$2.59K	0.25%	54
2025 Q2	$488K	Buy	3,579 +309	+9%	+$36.2K	0.22%	58
2025 Q1	$276K	Sell	3,270 -36	-1%	-$3.16K	0.15%	93
2024 Q4	$250K	Buy	+3,306	New	+$193K	0.12%	110

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

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

Avaii Wealth Management increased its Palantir (PLTR) stake by 0.51% in Q3 2026, buying an estimated $2.23K and bringing the position to 2,774 shares worth $524K. The position accounts for 0.15% of the portfolio, ranked #87.

Avaii Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $815K in Q1 2026. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Avaii Wealth Management held 2,774 shares of Palantir worth $524K as of Q3 2026.
Avaii Wealth Management bought 14 Palantir shares in Q3 2026, an estimated $2.23K.
Palantir made up 0.15% of Avaii Wealth Management's portfolio in Q3 2026, its #87 holding.
Avaii Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
Avaii Wealth Management's Palantir position peaked at $815K in Q1 2026.
2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.