Baldwin Wealth Partners’s Palantir PLTR Stock Holding History

Baldwin 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	$1.06M	Buy	+5,687	New	+$906K	0.07%	106
2026 Q2	–	Sell	-1,418	Closed	-$207K	–	244
2026 Q1	$207K	Sell	1,418 -430	-23%	-$65.7K	0.02%	213
2025 Q4	$328K	Buy	1,848 +170	+10%	+$30.8K	0.02%	193
2025 Q3	$306K	Buy	+1,678	New	+$272K	0.02%	194
2024 Q4	–	Sell	-3,640	Closed	-$135K	–	804
2024 Q3	$135K	Sell	3,640 -8	-0.2%	-$246	0.01%	379
2024 Q2	$92.4K	Hold	3,648	–	–	0.01%	271
2024 Q1	$83.9K	Buy	+3,648	New	+$77.7K	0.01%	291
2023 Q3	–	Sell	-2,081	Closed	-$31.9K	–	770
2023 Q2	$31.9K	Hold	2,081	–	–	﹤0.01%	476
2023 Q1	$17.6K	Hold	2,081	–	–	﹤0.01%	558
2022 Q4	$13.4K	Sell	2,081 -5,000	-71%	-$37.9K	﹤0.01%	584
2022 Q3	$58K	Hold	7,081	–	–	0.01%	316
2022 Q2	$64K	Buy	7,081 +2,081	+42%	+$20.6K	0.01%	317
2022 Q1	$69K	Hold	5,000	–	–	0.01%	321
2021 Q4	$91K	Hold	5,000	–	–	0.01%	278
2021 Q3	$120K	Hold	5,000	–	–	0.01%	243
2021 Q2	$132K	Hold	5,000	–	–	0.01%	241
2021 Q1	$116K	Hold	5,000	–	–	0.01%	241
2020 Q4	$118K	Buy	+5,000	New	+$89.4K	0.01%	230

Other funds holding PLTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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 Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Baldwin Wealth Partners opened a new position in Palantir (PLTR) in Q3 2026: 5,687 shares worth $1.06M. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Baldwin Wealth Partners previously reported a position in PLTR as recently as Q1 2026.

Baldwin Wealth Partners first reported a position in PLTR in Q4 2020 and has held it in 18 quarters since. 1,389 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Baldwin Wealth Partners held 5,687 shares of Palantir worth $1.06M as of Q3 2026.
Palantir was a new Baldwin Wealth Partners position in Q3 2026.
Palantir made up 0.07% of Baldwin Wealth Partners's portfolio in Q3 2026, its #106 holding.
Baldwin Wealth Partners first reported a position in Palantir in Q4 2020 and has held it in 18 quarters since.
1,389 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

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