Carolinas Wealth Consulting’s Palantir PLTR Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-798	Closed	-$67.4K	–	696
2025 Q1	$67.4K	Buy	798 +490	+159%	+$43K	0.01%	309
2024 Q4	$23.3K	Sell	308 -722	-70%	-$42.1K	﹤0.01%	454
2024 Q3	$38.3K	Buy	1,030 +530	+106%	+$16.3K	0.01%	399
2024 Q2	$12.7K	Buy	500 +250	+100%	+$5.63K	﹤0.01%	530
2024 Q1	$5.75K	Buy	+250	New	+$5.33K	﹤0.01%	626
2023 Q1	–	Sell	-418	Closed	-$2.68K	–	1111
2022 Q4	$2.68K	Hold	418	–	–	﹤0.01%	780
2022 Q3	$3K	Hold	418	–	–	﹤0.01%	733
2022 Q2	$4K	Hold	418	–	–	﹤0.01%	689
2022 Q1	$6K	Hold	418	–	–	﹤0.01%	685
2021 Q4	$8K	Buy	+418	New	+$9.23K	﹤0.01%	647
2021 Q2	–	Sell	-5,000	Closed	-$116K	–	991
2021 Q1	$116K	Buy	+5,000	New	+$137K	0.03%	235

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's PLTR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Palantir (PLTR) in Q2 2025, closing a stake of 798 shares — an estimated $67.4K sold.

Carolinas Wealth Consulting first reported a position in PLTR in Q1 2021 and held it in 11 quarters. The position peaked at $116K in Q1 2021. 2,608 funds tracked by Wall St. Rank hold PLTR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Palantir position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 798 Palantir shares in Q2 2025, an estimated $67.4K.
Carolinas Wealth Consulting first reported a position in Palantir in Q1 2021 and held it in 11 quarters.
Carolinas Wealth Consulting's Palantir position peaked at $116K in Q1 2021.
2,608 funds tracked by Wall St. Rank held Palantir as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.