Caldwell Trust
PLTR icon

Caldwell Trust’s Palantir PLTR Stock Holding History

Caldwell Trust’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 		$150K Sell
800
-150
-16% -$23.9K 0.01% 360
2026
Q2 		$111K Buy
950
+550
+138% +$75K 0.01% 393
2026
Q1 		$58.5K Sell
400
-120
-23% -$18.3K 0.01% 469
2025
Q4 		$92.4K Buy
520
+120
+30% +$21.7K 0.01% 404
2025
Q3 		$73K Buy
400
+300
+300% +$48.6K 0.01% 423
2025
Q2 		$13.6K Hold
100
– – ﹤0.01% 608
2025
Q1 		$8.44K Buy
+100
New +$8.78K ﹤0.01% 650
2024
Q4 		– Sell
-750
Closed -$27.9K – 726
2024
Q3 		$27.9K Hold
750
– – ﹤0.01% 517
2024
Q2 		$19K Hold
750
– – ﹤0.01% 547
2024
Q1 		$17.3K Hold
750
– – ﹤0.01% 566
2023
Q4 		$12.9K Buy
+750
New +$13.4K ﹤0.01% 591
2023
Q1 		– Sell
-1,000
Closed -$6.42K – 743
2022
Q4 		$6.42K Buy
+1,000
New +$7.58K ﹤0.01% 644

Other funds holding PLTR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Caldwell Trust's PLTR Position: Q3 2026 in Review

Caldwell Trust reduced its Palantir (PLTR) stake by 16% in Q3 2026, selling an estimated $23.9K and leaving 800 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #360.

Caldwell Trust first reported a position in PLTR in Q4 2022 and has held it in 12 quarters since. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Caldwell Trust held 800 shares of Palantir worth $150K as of Q3 2026.
  • Caldwell Trust sold 150 Palantir shares in Q3 2026, an estimated $23.9K.
  • Palantir made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #360 holding.
  • Caldwell Trust first reported a position in Palantir in Q4 2022 and has held it in 12 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.