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 Q3	$297K	Buy	1,590 +490	+45%	+$78.1K	0.08%	124
2026 Q2	$128K	Buy	1,100 +110	+11%	+$15K	0.04%	211
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%	+$4.1K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barrett & Company's PLTR Position: Q3 2026 in Review

Barrett & Company increased its Palantir (PLTR) stake by 45% in Q3 2026, buying an estimated $78.1K and bringing the position to 1,590 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #124.

Barrett & Company first reported a position in PLTR in Q3 2022 and has held it in 17 quarters since. 2,059 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Barrett & Company held 1,590 shares of Palantir worth $297K as of Q3 2026.
Barrett & Company bought 490 Palantir shares in Q3 2026, an estimated $78.1K.
Palantir made up 0.08% of Barrett & Company's portfolio in Q3 2026, its #124 holding.
Barrett & Company first reported a position in Palantir in Q3 2022 and has held it in 17 quarters since.
2,059 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.