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CarsonAllaria Wealth Management’s Palantir PLTR Stock Holding History

CarsonAllaria 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
2025
Q3 		– Sell
-179
Closed -$24.4K – 264
2025
Q2 		$24.4K Buy
179
+119
+198% +$14K 0.01% 181
2025
Q1 		$5.06K Sell
60
-910
-94% -$79.9K ﹤0.01% 290
2024
Q4 		$73.4K Sell
970
-196
-17% -$11.4K 0.04% 115
2024
Q3 		$43.4K Sell
1,166
-18
-2% -$552 0.02% 135
2024
Q2 		$30K Buy
1,184
+41
+4% +$923 0.02% 153
2024
Q1 		$26.3K Sell
1,143
-1,129
-50% -$24.1K 0.02% 171
2023
Q4 		$39K Sell
2,272
-383
-14% -$6.82K 0.03% 128
2023
Q3 		$42.5K Sell
2,655
-261
-9% -$4.16K 0.03% 117
2023
Q2 		$44.7K Sell
2,916
-100
-3% -$1.14K 0.04% 115
2023
Q1 		$25.5K Buy
3,016
+500
+20% +$3.91K 0.02% 147
2022
Q4 		$16K Sell
2,516
-21
-0.8% -$159 0.01% 165
2022
Q3 		$21K Sell
2,537
-77
-3% -$685 0.02% 142
2022
Q2 		$24K Hold
2,614
– – 0.02% 137
2022
Q1 		$36K Buy
2,614
+102
+4% +$1.36K 0.03% 121
2021
Q4 		$46K Buy
+2,512
New +$55.5K 0.04% 121

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CarsonAllaria Wealth Management's PLTR Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Palantir (PLTR) in Q3 2025, closing a stake of 179 shares — an estimated $24.4K sold.

CarsonAllaria Wealth Management first reported a position in PLTR in Q4 2021 and held it in 15 quarters. The position peaked at $73.4K in Q4 2024. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 179 Palantir shares in Q3 2025, an estimated $24.4K.
  • CarsonAllaria Wealth Management first reported a position in Palantir in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Palantir position peaked at $73.4K in Q4 2024.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.