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
2024 Q2	–	Sell	-100	Closed	-$675	–	2119
2024 Q1	$675	Buy	+100	New	+$2.13K	﹤0.01%	1649

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.