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CapWealth Advisors’s Palantir PLTR Stock Holding History

CapWealth 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
2026
Q3 		$25.7M Sell
137,394
-944
-0.7% -$150K 1.94% 22
2026
Q2 		$16.1M Sell
138,338
-3,067
-2% -$418K 1.11% 38
2026
Q1 		$20.7M Sell
141,405
-149,006
-51% -$22.8M 1.54% 28
2025
Q4 		$51.6M Sell
290,411
-30,495
-10% -$5.52M 3.53% 3
2025
Q3 		$58.5M Sell
320,906
-88,911
-22% -$14.4M 4.03% 3
2025
Q2 		$55.9M Sell
409,817
-7,316
-2% -$858K 5.5% 1
2025
Q1 		$35.2M Sell
417,133
-100,440
-19% -$8.82M 3.81% 3
2024
Q4 		$39.1M Sell
517,573
-16,016
-3% -$933K 4.29% 3
2024
Q3 		$19.8M Buy
533,589
+16,890
+3% +$518K 2.16% 20
2024
Q2 		$13.1M Sell
516,699
-9,407
-2% -$212K 1.65% 26
2024
Q1 		$12.1M Sell
526,106
-290
-0.1% -$6.18K 1.36% 33
2023
Q4 		$9.04M Sell
526,396
-10,462
-2% -$186K 1.1% 37
2023
Q3 		$8.59M Sell
536,858
-1,734
-0.3% -$27.6K 1.1% 37
2023
Q2 		$8.26M Buy
538,592
+7,136
+1% +$81.1K 1.01% 41
2023
Q1 		$4.49M Sell
531,456
-2,834
-0.5% -$22.2K 0.56% 49
2022
Q4 		$3.43M Sell
534,290
-116,236
-18% -$881K 0.4% 53
2022
Q3 		$5.29M Buy
650,526
+25,857
+4% +$230K 0.7% 49
2022
Q2 		$5.67M Buy
624,669
+207,540
+50% +$2.05M 0.68% 48
2022
Q1 		$5.73M Buy
417,129
+4,074
+1% +$54.3K 0.59% 54
2021
Q4 		$7.52M Buy
413,055
+2,637
+0.6% +$58.2K 0.77% 50
2021
Q3 		$9.87M Buy
410,418
+2,682
+0.7% +$65.4K 1.08% 40
2021
Q2 		$10.7M Sell
407,736
-3,865
-0.9% -$89.4K 1.17% 36
2021
Q1 		$9.59M Buy
411,601
+8,774
+2% +$241K 1.09% 40
2020
Q4 		$9.49M Buy
+402,827
New +$7.21M 1.13% 40

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
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
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CapWealth Advisors's PLTR Position: Q3 2026 in Review

CapWealth Advisors reduced its Palantir (PLTR) stake by 0.68% in Q3 2026, selling an estimated $150K and leaving 137,394 shares worth $25.7M. The position accounts for 1.94% of the portfolio, ranked #22.

CapWealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 24 quarters since. The position peaked at $58.5M in Q3 2025. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • CapWealth Advisors held 137,394 shares of Palantir worth $25.7M as of Q3 2026.
  • CapWealth Advisors sold 944 Palantir shares in Q3 2026, an estimated $150K.
  • Palantir made up 1.94% of CapWealth Advisors's portfolio in Q3 2026, its #22 holding.
  • CapWealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 24 quarters since.
  • CapWealth Advisors's Palantir position peaked at $58.5M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.