Barrett & Company’s Palantir PLTR Stock Holding History

Barrett & Company’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	$145K	Sell	990 -400	-29%	-$61.2K	0.05%	177
2025 Q4	$247K	Buy	1,390 +900	+184%	+$163K	0.08%	138
2025 Q3	$89.4K	Buy	490 +5	+1%	+$810	0.03%	223
2025 Q2	$66.1K	Buy	485 +35	+8%	+$4.11K	0.02%	259
2025 Q1	$38K	Hold	450	–	–	0.02%	301
2024 Q4	$34K	Hold	450	–	–	0.01%	317
2024 Q3	$16.7K	Hold	450	–	–	0.01%	381
2024 Q2	$11.4K	Hold	450	–	–	0.01%	420
2024 Q1	$10.4K	Hold	450	–	–	﹤0.01%	427
2023 Q4	$7.73K	Hold	450	–	–	﹤0.01%	432
2023 Q3	$7.2K	Hold	450	–	–	﹤0.01%	450
2023 Q2	$6.9K	Hold	450	–	–	﹤0.01%	443
2023 Q1	$3.8K	Buy	450 +300	+200%	+$2.35K	﹤0.01%	465
2022 Q4	$963	Hold	150	–	–	﹤0.01%	554
2022 Q3	$963	Buy	+150	New	+$1.33K	﹤0.01%	554

Other funds holding PLTR

BlackRock New York $5.7T 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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