Box Hill Private Wealth’s Palantir PLTR Stock Holding History

Box Hill Private Wealth’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	$201K	Buy	+1,072	New	+$171K	0.15%	75
2026 Q2	–	Sell	-1,714	Closed	-$251K	–	71
2026 Q1	$251K	Sell	1,714 -49	-3%	-$7.49K	0.25%	54
2025 Q4	$313K	Buy	+1,763	New	+$319K	0.32%	44

Other funds holding PLTR

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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Box Hill Private Wealth's PLTR Position: Q3 2026 in Review

Box Hill Private Wealth opened a new position in Palantir (PLTR) in Q3 2026: 1,072 shares worth $201K. The stake represents 0.15% of the portfolio and ranks #75 among its holdings. This is a return to the name: Box Hill Private Wealth previously reported a position in PLTR as recently as Q1 2026.

Box Hill Private Wealth first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $313K in Q4 2025. 27 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Box Hill Private Wealth held 1,072 shares of Palantir worth $201K as of Q3 2026.
Palantir was a new Box Hill Private Wealth position in Q3 2026.
Palantir made up 0.15% of Box Hill Private Wealth's portfolio in Q3 2026, its #75 holding.
Box Hill Private Wealth first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
Box Hill Private Wealth's Palantir position peaked at $313K in Q4 2025.
27 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.