Aviso Wealth Management
PLTR icon

Aviso Wealth Management’s Palantir PLTR Stock Holding History

Aviso 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 		$1.57M Buy
8,414
+2,025
+32% +$323K 0.6% 40
2026
Q2 		$745K Buy
6,389
+2,325
+57% +$317K 0.25% 73
2026
Q1 		$594K Buy
4,064
+961
+31% +$147K 0.27% 78
2025
Q4 		$552K Buy
+3,103
New +$562K 0.23% 88

Other funds holding PLTR

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Aviso Wealth Management increased its Palantir (PLTR) stake by 32% in Q3 2026, buying an estimated $323K and bringing the position to 8,414 shares worth $1.57M. The position accounts for 0.6% of the portfolio, ranked #40.

Aviso Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 4 quarters since. 1,820 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Aviso Wealth Management held 8,414 shares of Palantir worth $1.57M as of Q3 2026.
  • Aviso Wealth Management bought 2,025 Palantir shares in Q3 2026, an estimated $323K.
  • Palantir made up 0.6% of Aviso Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Aviso Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 4 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.