Briaud Financial Planning’s Palantir PLTR Stock Holding History

Briaud Financial 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
2025 Q3	–	Sell	-200	Closed	-$27K	–	263
2025 Q2	$27K	Buy	+200	New	+$23.5K	0.01%	144

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Briaud Financial Planning's PLTR Position: Q3 2025 in Review

Briaud Financial Planning sold out of Palantir (PLTR) in Q3 2025, closing a stake of 200 shares — an estimated $27K sold.

Briaud Financial Planning first reported a position in PLTR in Q2 2025 and held it in 1 quarter. The position peaked at $27K in Q2 2025. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

Briaud Financial Planning reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 200 Palantir shares in Q3 2025, an estimated $27K.
Briaud Financial Planning first reported a position in Palantir in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's Palantir position peaked at $27K in Q2 2025.
2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.