Capital Advisors Wealth Management’s Palantir PLTR Stock Holding History

Capital Advisors Wealth Management’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	$4.45M	Buy	23,778 +815	+4%	+$130K	0.5%	45
2026 Q2	$2.68M	Buy	22,963 +1,272	+6%	+$174K	0.31%	63
2026 Q1	$3.17M	Buy	21,691 +195	+0.9%	+$29.8K	0.43%	51
2025 Q4	$3.82M	Buy	21,496 +268	+1%	+$48.5K	0.52%	46
2025 Q3	$3.87M	Sell	21,228 -139	-0.7%	-$22.5K	0.55%	43
2025 Q2	$2.91M	Buy	21,367 +1,047	+5%	+$123K	0.46%	49
2025 Q1	$1.72M	Buy	20,320 +1,019	+5%	+$89.5K	0.3%	55
2024 Q4	$1.46M	Buy	19,301 +13,326	+223%	+$776K	0.26%	56
2024 Q3	$222K	Buy	+5,975	New	+$183K	0.04%	155

Other funds holding PLTR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Capital Advisors Wealth Management's PLTR Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Palantir (PLTR) stake by 3.5% in Q3 2026, buying an estimated $130K and bringing the position to 23,778 shares worth $4.45M. The position accounts for 0.5% of the portfolio, ranked #45.

Capital Advisors Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Capital Advisors Wealth Management held 23,778 shares of Palantir worth $4.45M as of Q3 2026.
Capital Advisors Wealth Management bought 815 Palantir shares in Q3 2026, an estimated $130K.
Palantir made up 0.5% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #45 holding.
Capital Advisors Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 9 quarters since.
151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.