Axxcess Wealth Management
PLTR icon

Axxcess Wealth Management’s Palantir PLTR Stock Holding History

Axxcess 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 		$5.97M Sell
31,900
-37,597
-54% -$5.99M 0.24% 96
2026
Q2 		$8.08M Sell
69,497
-3,788
-5% -$517K 0.13% 156
2026
Q1 		$10.6M Sell
73,285
-45,066
-38% -$6.89M 0.34% 69
2025
Q4 		$21M Buy
118,351
+16,451
+16% +$2.98M 0.36% 57
2025
Q3 		$18.6M Buy
101,900
+6,585
+7% +$1.07M 0.39% 49
2025
Q2 		$13M Sell
95,315
-3,068
-3% -$360K 0.3% 69
2025
Q1 		$8.3M Sell
98,383
-2,199
-2% -$193K 0.22% 83
2024
Q4 		$7.61M Sell
100,582
-897
-0.9% -$52.2K 0.18% 96
2024
Q3 		$3.78M Buy
101,479
+39,509
+64% +$1.21M 0.09% 166
2024
Q2 		$1.57M Buy
61,970
+44,943
+264% +$1.01M 0.04% 295
2024
Q1 		$392K Buy
17,027
+4,123
+32% +$87.9K 0.01% 598
2023
Q4 		$222K Buy
12,904
+824
+7% +$14.7K 0.01% 745
2023
Q3 		$193K Buy
+12,080
New +$192K 0.01% 743
2022
Q2 		– Sell
-16,050
Closed -$220K – 628
2022
Q1 		$220K Sell
16,050
-23,865
-60% -$318K 0.02% 557
2021
Q4 		$727K Buy
+39,915
New +$881K 0.05% 279

Other funds holding PLTR

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Palantir (PLTR) stake by 54% in Q3 2026, selling an estimated $5.99M and leaving 31,900 shares worth $5.97M. The position accounts for 0.24% of the portfolio, ranked #96.

Axxcess Wealth Management first reported a position in PLTR in Q4 2021 and has held it in 15 quarters since. The position peaked at $21M in Q4 2025. 1,389 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Axxcess Wealth Management held 31,900 shares of Palantir worth $5.97M as of Q3 2026.
  • Axxcess Wealth Management sold 37,597 Palantir shares in Q3 2026, an estimated $5.99M.
  • Palantir made up 0.24% of Axxcess Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Axxcess Wealth Management first reported a position in Palantir in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's Palantir position peaked at $21M in Q4 2025.
  • 1,389 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.