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Beacon Capital Management Inc (Ohio)’s Palantir PLTR Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2025
Q3 		– Sell
-300
Closed -$40.9K – 156
2025
Q2 		$40.9K Buy
+300
New +$35.2K ﹤0.01% 55

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JP Morgan Chase
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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s PLTR Position: Q3 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of Palantir (PLTR) in Q3 2025, closing a stake of 300 shares — an estimated $40.9K sold.

Beacon Capital Management Inc (Ohio) first reported a position in PLTR in Q2 2025 and held it in 1 quarter. The position peaked at $40.9K in Q2 2025. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Beacon Capital Management Inc (Ohio) reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 300 Palantir shares in Q3 2025, an estimated $40.9K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Palantir in Q2 2025 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Palantir position peaked at $40.9K in Q2 2025.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2025, filed 16 Oct 2025.