Balboa Wealth Partners
PLTR icon

Balboa Wealth Partners’s Palantir PLTR Stock Holding History

Balboa Wealth Partners’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 		$8.3M Sell
44,380
-321
-0.7% -$51.2K 1.11% 16
2026
Q2 		$5.22M Buy
44,701
+29
+0.1% +$3.96K 0.71% 29
2026
Q1 		$6.53M Buy
44,672
+2,464
+6% +$377K 1.1% 15
2025
Q4 		$7.5M Sell
42,208
-1,004
-2% -$182K 1.24% 15
2025
Q3 		$7.88M Sell
43,212
-5,282
-11% -$856K 1.36% 15
2025
Q2 		$6.61M Sell
48,494
-12,184
-20% -$1.43M 1.33% 12
2025
Q1 		$5.12M Sell
60,678
-1,532
-2% -$135K 1.24% 16
2024
Q4 		$4.7M Sell
62,210
-14,671
-19% -$855K 1.07% 17
2024
Q3 		$2.86M Buy
76,881
+16,917
+28% +$519K 0.71% 25
2024
Q2 		$1.52M Buy
59,964
+16,819
+39% +$379K 0.4% 45
2024
Q1 		$993K Buy
+43,145
New +$919K 0.29% 63
2023
Q4 		– Sell
-14,697
Closed -$235K – 312
2023
Q3 		$235K Buy
+14,697
New +$234K 0.09% 191

Other funds holding PLTR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Balboa Wealth Partners's PLTR Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Palantir (PLTR) stake by 0.72% in Q3 2026, selling an estimated $51.2K and leaving 44,380 shares worth $8.3M. The position accounts for 1.11% of the portfolio, ranked #16.

Balboa Wealth Partners first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Balboa Wealth Partners held 44,380 shares of Palantir worth $8.3M as of Q3 2026.
  • Balboa Wealth Partners sold 321 Palantir shares in Q3 2026, an estimated $51.2K.
  • Palantir made up 1.11% of Balboa Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Balboa Wealth Partners first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.