Capital Analysts LLC’s Palantir PLTR Stock Holding History

Capital Analysts LLC’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	$219K	Buy	1,496 +573	+62%	+$87.6K	0.01%	616
2025 Q4	$164K	Sell	923 -7	-0.8%	-$1.27K	﹤0.01%	657
2025 Q3	$170K	Buy	930 +524	+129%	+$84.9K	0.01%	618
2025 Q2	$55K	Hold	406	–	–	﹤0.01%	790
2025 Q1	$34K	Buy	406 +200	+97%	+$17.6K	﹤0.01%	871
2024 Q4	$16K	Sell	206 -150	-42%	-$8.74K	﹤0.01%	985
2024 Q3	$14K	Buy	356 +56	+19%	+$1.72K	﹤0.01%	966
2024 Q2	$8K	Buy	+300	New	+$6.75K	﹤0.01%	991
2023 Q4	–	Sell	-4,100	Closed	-$66K	–	1191
2023 Q3	$66K	Hold	4,100	–	–	﹤0.01%	553
2023 Q2	$63K	Hold	4,100	–	–	﹤0.01%	539
2023 Q1	$35K	Hold	4,100	–	–	﹤0.01%	641
2022 Q4	$26K	Hold	4,100	–	–	﹤0.01%	715
2022 Q3	$33K	Hold	4,100	–	–	﹤0.01%	643
2022 Q2	$37K	Hold	4,100	–	–	﹤0.01%	614
2022 Q1	$56K	Buy	4,100 +1,000	+32%	+$13.3K	﹤0.01%	532
2021 Q4	$56K	Buy	3,100 +1,200	+63%	+$26.5K	﹤0.01%	556
2021 Q3	$46K	Buy	+1,900	New	+$46.3K	﹤0.01%	586
2021 Q2	–	Sell	-2,500	Closed	-$58K	–	1054
2021 Q1	$58K	Buy	+2,500	New	+$68.6K	﹤0.01%	562

Other funds holding PLTR

BlackRock New York $5.7T 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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