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Burkett Financial Services’s Palantir PLTR Stock Holding History

Burkett Financial Services’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
-40
Closed -$5.45K – 236
2025
Q2 		$5.45K Buy
40
+15
+60% +$1.76K ﹤0.01% 164
2025
Q1 		$2.11K Buy
+25
New +$2.19K ﹤0.01% 224

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burkett Financial Services's PLTR Position: Q3 2025 in Review

Burkett Financial Services sold out of Palantir (PLTR) in Q3 2025, closing a stake of 40 shares — an estimated $5.45K sold.

Burkett Financial Services first reported a position in PLTR in Q1 2025 and held it in 2 quarters. The position peaked at $5.45K in Q2 2025. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Burkett Financial Services reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 40 Palantir shares in Q3 2025, an estimated $5.45K.
  • Burkett Financial Services first reported a position in Palantir in Q1 2025 and held it in 2 quarters.
  • Burkett Financial Services's Palantir position peaked at $5.45K in Q2 2025.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.