Avidian Wealth Enterprises
PLTR icon

Avidian Wealth Enterprises’s Palantir PLTR Stock Holding History

Avidian Wealth Enterprises’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 		$4.1M Sell
21,898
-14
-0.1% -$2.23K 0.11% 123
2026
Q2 		$2.56M Sell
21,912
-1,209
-5% -$165K 0.07% 183
2026
Q1 		$3.38M Buy
23,121
+984
+4% +$150K 0.11% 133
2025
Q4 		$3.93M Buy
22,137
+94
+0.4% +$17K 0.14% 92
2025
Q3 		$4.02M Buy
22,043
+1,586
+8% +$257K 0.15% 92
2025
Q2 		$2.79M Buy
20,457
+2,707
+15% +$317K 0.11% 98
2025
Q1 		$1.5M Buy
17,750
+175
+1% +$15.4K 0.07% 156
2024
Q4 		$1.33M Buy
17,575
+4,977
+40% +$290K 0.06% 156
2024
Q3 		$469K Buy
+12,598
New +$387K 0.02% 307
2021
Q4 		– Sell
-8,432
Closed -$203K – 559
2021
Q3 		$203K Sell
8,432
-27,704
-77% -$676K 0.02% 351
2021
Q2 		$953K Buy
36,136
+4,450
+14% +$103K 0.07% 136
2021
Q1 		$738K Buy
+31,686
New +$869K 0.06% 156

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Avidian Wealth Enterprises's PLTR Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Palantir (PLTR) stake by 0.06% in Q3 2026, selling an estimated $2.23K and leaving 21,898 shares worth $4.1M. The position accounts for 0.11% of the portfolio, ranked #123.

Avidian Wealth Enterprises first reported a position in PLTR in Q1 2021 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Avidian Wealth Enterprises held 21,898 shares of Palantir worth $4.1M as of Q3 2026.
  • Avidian Wealth Enterprises sold 14 Palantir shares in Q3 2026, an estimated $2.23K.
  • Palantir made up 0.11% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #123 holding.
  • Avidian Wealth Enterprises first reported a position in Palantir in Q1 2021 and has held it in 12 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.