Calton & Associates’s Palantir PLTR Stock Holding History

Calton & Associates’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 Q1	$1.48M	Sell	10,098 -1,878	-16%	-$287K	0.21%	96
2025 Q4	$2.13M	Buy	11,976 +1,043	+10%	+$189K	0.31%	67
2025 Q3	$1.99M	Buy	10,933 +1,116	+11%	+$181K	0.3%	69
2025 Q2	$1.34M	Buy	9,817 +3,406	+53%	+$399K	0.23%	82
2025 Q1	$541K	Buy	6,411 +2,926	+84%	+$257K	0.12%	159
2024 Q4	$264K	Sell	3,485 -7,870	-69%	-$458K	0.12%	160
2024 Q3	$422K	Buy	11,355 +2,027	+22%	+$62.2K	0.16%	130
2024 Q2	$236K	Buy	9,328 +50	+0.5%	+$1.13K	0.12%	158
2024 Q1	$213K	Buy	+9,278	New	+$198K	0.1%	177
2022 Q1	–	Sell	-13,675	Closed	-$249K	–	396
2021 Q4	$249K	Buy	13,675 +260	+2%	+$5.74K	0.07%	306
2021 Q3	$322K	Hold	13,415	–	–	0.07%	279
2021 Q2	$354K	Sell	13,415 -97	-0.7%	-$2.24K	0.07%	262
2021 Q1	$315K	Buy	+13,512	New	+$371K	0.06%	273

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

JP Morgan Chase

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

Fidelity Investments

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