Bernardo Wealth Planning
PLTR icon

Bernardo Wealth Planning’s Palantir PLTR Stock Holding History

Bernardo Wealth Planning’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 		$678K Buy
+3,624
New +$578K 0.06% 99
2026
Q2 		– Sell
-1,447
Closed -$212K – 145
2026
Q1 		$212K Buy
1,447
+90
+7% +$13.8K 0.04% 122
2025
Q4 		$241K Buy
1,357
+153
+13% +$27.7K 0.05% 113
2025
Q3 		$220K Buy
+1,204
New +$195K 0.04% 116
2024
Q1 		– Sell
-11,473
Closed -$197K – 107
2023
Q4 		$197K Sell
11,473
-100
-0.9% -$1.78K 0.06% 86
2023
Q3 		$185K Buy
11,573
+473
+4% +$7.53K 0.07% 80
2023
Q2 		$170K Hold
11,100
– – 0.07% 88
2023
Q1 		$93.8K Hold
11,100
– – 0.04% 88
2022
Q4 		$71.3K Hold
11,100
– – 0.03% 86
2022
Q3 		$92K Hold
11,100
– – 0.05% 79
2022
Q2 		$100K Hold
11,100
– – 0.06% 81
2022
Q1 		$152K Buy
+11,100
New +$148K 0.08% 87

Other funds holding PLTR

Swedbank
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bernardo Wealth Planning's PLTR Position: Q3 2026 in Review

Bernardo Wealth Planning opened a new position in Palantir (PLTR) in Q3 2026: 3,624 shares worth $678K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in PLTR as recently as Q1 2026.

Bernardo Wealth Planning first reported a position in PLTR in Q1 2022 and has held it in 12 quarters since. 1,240 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Bernardo Wealth Planning held 3,624 shares of Palantir worth $678K as of Q3 2026.
  • Palantir was a new Bernardo Wealth Planning position in Q3 2026.
  • Palantir made up 0.06% of Bernardo Wealth Planning's portfolio in Q3 2026, its #99 holding.
  • Bernardo Wealth Planning first reported a position in Palantir in Q1 2022 and has held it in 12 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.