AXS Investments’s Palantir PLTR Stock Holding History

AXS Investments’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 Q1	$5.86M	Sell	40,073 -8,523	-18%	-$1.3M	2.37%	3
2025 Q4	$8.64M	Sell	48,596 -3,364	-6%	-$609K	2.97%	2
2025 Q3	$9.48M	Buy	51,960 +2,437	+5%	+$395K	2.99%	2
2025 Q2	$6.75M	Buy	49,523 +20,372	+70%	+$2.39M	2.77%	4
2025 Q1	$2.46M	Sell	29,151 -1,586	-5%	-$139K	0.68%	32
2024 Q4	$2.32M	Buy	30,737 +2,939	+11%	+$171K	0.65%	31
2024 Q3	$1.03M	Sell	27,798 -7,666	-22%	-$235K	0.27%	176
2024 Q2	$898K	Sell	35,464 -8,952	-20%	-$202K	0.25%	171
2024 Q1	$1.02M	Buy	44,416 +2,152	+5%	+$45.9K	0.25%	159
2023 Q4	$726K	Buy	42,264 +626	+2%	+$11.2K	0.17%	188
2023 Q3	$666K	Buy	+41,638	New	+$663K	0.17%	188
2022 Q1	–	Sell	-178,996	Closed	-$3.26M	–	175
2021 Q4	$3.26M	Buy	+178,996	New	+$3.95M	0.77%	40
2021 Q3	–	Sell	-83,732	Closed	-$2.21M	–	192
2021 Q2	$2.21M	Buy	+83,732	New	+$1.94M	0.67%	38

Other funds holding PLTR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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