Avantax Advisory Services’s Palantir PLTR Stock Holding History

Avantax 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
2025 Q2	$54.4M	Buy	398,700 +74,611	+23%	+$8.75M	0.3%	50
2025 Q1	$27.4M	Buy	324,089 +29,528	+10%	+$2.59M	0.17%	95
2024 Q4	$22.3M	Buy	294,561 +58,841	+25%	+$3.43M	0.14%	111
2024 Q3	$8.77M	Sell	235,720 -6,077	-3%	-$187K	0.06%	254
2024 Q2	$6.12M	Buy	241,797 +74,829	+45%	+$1.68M	0.04%	319
2024 Q1	$3.84M	Buy	166,968 +24,039	+17%	+$512K	0.03%	370
2023 Q4	$2.45M	Buy	142,929 +31,570	+28%	+$562K	0.02%	452
2023 Q3	$1.78M	Sell	111,359 -12,046	-10%	-$192K	0.02%	494
2023 Q2	$1.89M	Sell	123,405 -22,312	-15%	-$254K	0.02%	474
2023 Q1	$1.23M	Buy	145,717 +79,811	+121%	+$625K	0.02%	592
2022 Q4	$423K	Sell	65,906 -496	-0.7%	-$3.76K	0.01%	939
2022 Q3	$540K	Sell	66,402 -2,954	-4%	-$26.3K	0.01%	739
2022 Q2	$629K	Buy	69,356 +18,598	+37%	+$184K	0.01%	690
2022 Q1	$701K	Buy	50,758 +36,718	+262%	+$490K	0.01%	657
2021 Q4	$256K	Sell	14,040 -14,778	-51%	-$326K	﹤0.01%	1056
2021 Q3	$689K	Buy	28,818 +7,669	+36%	+$187K	0.01%	595
2021 Q2	$558K	Buy	21,149 +7,331	+53%	+$170K	0.01%	665
2021 Q1	$320K	Buy	+13,818	New	+$379K	0.01%	784

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's PLTR Position: Q2 2025 in Review

Avantax Advisory Services increased its Palantir (PLTR) stake by 23% in Q2 2025, buying an estimated $8.75M and bringing the position to 398,700 shares worth $54.4M. The position accounts for 0.3% of the portfolio, ranked #50.

Avantax Advisory Services first reported a position in PLTR in Q1 2021 and has held it in 18 quarters since. 2,606 funds tracked by Wall St. Rank hold PLTR as of Q2 2025.

Avantax Advisory Services held 398,700 shares of Palantir worth $54.4M as of Q2 2025.
Avantax Advisory Services bought 74,611 Palantir shares in Q2 2025, an estimated $8.75M.
Palantir made up 0.3% of Avantax Advisory Services's portfolio in Q2 2025, its #50 holding.
Avantax Advisory Services first reported a position in Palantir in Q1 2021 and has held it in 18 quarters since.
2,606 funds tracked by Wall St. Rank held Palantir as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.