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Baker Tilly Wealth Management’s Palantir PLTR Stock Holding History

Baker Tilly 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 		$11.6M Buy
61,807
+248
+0.4% +$39.5K 2.27% 7
2026
Q2 		$7.18M Buy
61,559
+69
+0.1% +$9.41K 1.53% 16
2026
Q1 		$8.99M Buy
61,490
+40,073
+187% +$6.13M 2.19% 7
2025
Q4 		$3.81M Sell
21,417
-839
-4% -$152K 0.94% 25
2025
Q3 		$4.06M Buy
22,256
+172
+0.8% +$27.9K 0.92% 27
2025
Q2 		$3.01M Buy
22,084
+260
+1% +$30.5K 1.08% 19
2025
Q1 		$1.84M Buy
21,824
+217
+1% +$19.1K 0.72% 23
2024
Q4 		$1.63M Buy
21,607
+1,473
+7% +$85.8K 0.64% 31
2024
Q3 		$749K Buy
20,134
+23
+0.1% +$706 0.33% 76
2024
Q2 		$509K Buy
20,111
+13
+0.1% +$293 0.21% 118
2024
Q1 		$462K Sell
20,098
-16
-0.1% -$341 0.08% 273
2023
Q4 		$345K Buy
20,114
+17
+0.1% +$303 0.06% 368
2023
Q3 		$322K Buy
+20,097
New +$320K 0.05% 354

Other funds holding PLTR

US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Baker Tilly Wealth Management's PLTR Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Palantir (PLTR) stake by 0.4% in Q3 2026, buying an estimated $39.5K and bringing the position to 61,807 shares worth $11.6M. The position accounts for 2.27% of the portfolio, ranked #7.

Baker Tilly Wealth Management first reported a position in PLTR in Q3 2023 and has held it in 13 quarters since. 349 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Baker Tilly Wealth Management held 61,807 shares of Palantir worth $11.6M as of Q3 2026.
  • Baker Tilly Wealth Management bought 248 Palantir shares in Q3 2026, an estimated $39.5K.
  • Palantir made up 2.27% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Baker Tilly Wealth Management first reported a position in Palantir in Q3 2023 and has held it in 13 quarters since.
  • 349 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.