Avondale Wealth Management
PLTR icon

Avondale Wealth Management’s Palantir PLTR Stock Holding History

Avondale 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 		$1.31M Sell
7,013
-1,900
-21% -$303K 0.58% 21
2026
Q2 		$1.04M Buy
8,913
+613
+7% +$83.6K 0.42% 27
2026
Q1 		$1.21M Hold
8,300
– – 0.6% 22
2025
Q4 		$1.48M Sell
8,300
-1,000
-11% -$181K 0.76% 20
2025
Q3 		$1.7M Sell
9,300
-3,200
-26% -$519K 0.9% 19
2025
Q2 		$1.7M Sell
12,500
-2,840
-19% -$333K 0.95% 18
2025
Q1 		$1.29M Sell
15,340
-500
-3% -$43.9K 0.81% 20
2024
Q4 		$1.2M Buy
15,840
+340
+2% +$19.8K 0.77% 20
2024
Q3 		$577K Hold
15,500
– – 0.37% 29
2024
Q2 		$393K Sell
15,500
-1,500
-9% -$33.8K 0.27% 35
2024
Q1 		$391K Buy
17,000
+11,500
+209% +$245K 0.27% 33
2023
Q4 		$94.4K Hold
5,500
– – 0.08% 61
2023
Q3 		$88K Buy
5,500
+2,000
+57% +$31.9K 0.08% 65
2023
Q2 		$53.7K Sell
3,500
-1,250
-26% -$14.2K 0.05% 75
2023
Q1 		$40.1K Sell
4,750
-5,000
-51% -$39.1K 0.03% 86
2022
Q4 		$62.6K Buy
9,750
+3,250
+50% +$24.6K 0.05% 70
2022
Q3 		$53K Buy
+6,500
New +$57.8K 0.06% 71
2022
Q1 		– Sell
-6,250
Closed -$114K – 126
2021
Q4 		$114K Buy
6,250
+4,750
+317% +$105K 0.12% 53
2021
Q3 		$36K Hold
1,500
– – 0.04% 78
2021
Q2 		$40K Sell
1,500
-7,500
-83% -$173K 0.04% 78
2021
Q1 		$210K Buy
+9,000
New +$247K 0.21% 40

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Avondale Wealth Management reduced its Palantir (PLTR) stake by 21% in Q3 2026, selling an estimated $303K and leaving 7,013 shares worth $1.31M. The position accounts for 0.58% of the portfolio, ranked #21.

Avondale Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.7M in Q2 2025. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Avondale Wealth Management held 7,013 shares of Palantir worth $1.31M as of Q3 2026.
  • Avondale Wealth Management sold 1,900 Palantir shares in Q3 2026, an estimated $303K.
  • Palantir made up 0.58% of Avondale Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Avondale Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
  • Avondale Wealth Management's Palantir position peaked at $1.7M in Q2 2025.
  • 2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Avondale Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.