Burt Wealth Advisors’s Palantir PLTR Stock Holding History

Burt 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 Q3	$1.11M	Sell	6,109 -290	-5%	-$47K	0.27%	41
2025 Q2	$872K	Sell	6,399 -900	-12%	-$106K	0.2%	49
2025 Q1	$616K	Sell	7,299 -1,200	-14%	-$105K	0.15%	56
2024 Q4	$643K	Sell	8,499 -1,800	-17%	-$105K	0.16%	54
2024 Q3	$383K	Sell	10,299 -1,200	-10%	-$36.8K	0.09%	77
2024 Q2	$291K	Sell	11,499 -800	-7%	-$18K	0.08%	90
2024 Q1	$283K	Sell	12,299 -400	-3%	-$8.52K	0.07%	96
2023 Q4	$218K	Sell	12,699 -900	-7%	-$16K	0.06%	105
2023 Q3	$218K	Sell	13,599 -900	-6%	-$14.3K	0.07%	92
2023 Q2	$222K	Sell	14,499 -900	-6%	-$10.2K	0.07%	99
2023 Q1	$130K	Sell	15,399 -2,232	-13%	-$17.5K	0.04%	104
2022 Q4	$113K	Sell	17,631 -300	-2%	-$2.27K	0.04%	106
2022 Q3	$146K	Sell	17,931 -468	-3%	-$4.16K	0.06%	87
2022 Q2	$167K	Buy	+18,399	New	+$182K	0.06%	90

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

Burt Wealth Advisors's PLTR Position: Q3 2025 in Review

Burt Wealth Advisors reduced its Palantir (PLTR) stake by 4.5% in Q3 2025, selling an estimated $47K and leaving 6,109 shares worth $1.11M. The position accounts for 0.27% of the portfolio, ranked #41.

Burt Wealth Advisors first reported a position in PLTR in Q2 2022 and has held it in 14 quarters since. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

Burt Wealth Advisors held 6,109 shares of Palantir worth $1.11M as of Q3 2025.
Burt Wealth Advisors sold 290 Palantir shares in Q3 2025, an estimated $47K.
Palantir made up 0.27% of Burt Wealth Advisors's portfolio in Q3 2025, its #41 holding.
Burt Wealth Advisors first reported a position in Palantir in Q2 2022 and has held it in 14 quarters since.
2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.