BigSur Wealth Management’s Palantir PLTR Stock Holding History

BigSur Wealth Management’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	$655K	Hold	3,500	–	–	0.15%	115
2026 Q2	$408K	Hold	3,500	–	–	0.1%	131
2026 Q1	$512K	Buy	+3,500	New	+$535K	0.14%	121
2022 Q1	–	Sell	-12,700	Closed	-$231K	–	144
2021 Q4	$231K	Sell	12,700 -19,000	-60%	-$420K	0.09%	119
2021 Q3	$762K	Hold	31,700	–	–	0.34%	68
2021 Q2	$836K	Sell	31,700 -6,000	-16%	-$139K	0.38%	67
2021 Q1	$878K	Buy	+37,700	New	+$1.03M	0.45%	58

Other funds holding PLTR

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BigSur Wealth Management's PLTR Position: Q3 2026 in Review

BigSur Wealth Management held its Palantir (PLTR) position steady in Q3 2026 at 3,500 shares worth $655K. The position accounts for 0.15% of the portfolio, ranked #115.

BigSur Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 7 quarters since. The position peaked at $878K in Q1 2021. 349 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

BigSur Wealth Management held 3,500 shares of Palantir worth $655K as of Q3 2026.
BigSur Wealth Management left its Palantir share count unchanged in Q3 2026.
Palantir made up 0.15% of BigSur Wealth Management's portfolio in Q3 2026, its #115 holding.
BigSur Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 7 quarters since.
BigSur Wealth Management's Palantir position peaked at $878K in Q1 2021.
349 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.