Bordeaux Wealth Advisors’s Palantir PLTR Stock Holding History

Bordeaux Wealth Advisors’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 Q2	$273K	Buy	+2,001	New	+$235K	0.03%	133

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bordeaux Wealth Advisors's PLTR Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Palantir (PLTR) in Q2 2025: 2,001 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings.

2,607 funds tracked by Wall St. Rank hold PLTR as of Q2 2025.

Bordeaux Wealth Advisors held 2,001 shares of Palantir worth $273K as of Q2 2025.
Palantir was a new Bordeaux Wealth Advisors position in Q2 2025.
Palantir made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #133 holding.
2,607 funds tracked by Wall St. Rank held Palantir as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.