Cassaday & Co Wealth Management
PLTR icon

Cassaday & Co Wealth Management’s Palantir PLTR Stock Holding History

Cassaday & Co 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 		$3.49M Buy
18,681
+192
+1% +$30.6K 0.06% 64
2026
Q2 		$2.16M Sell
18,489
-214
-1% -$29.2K 0.04% 97
2026
Q1 		$2.74M Sell
18,703
-788
-4% -$120K 0.06% 68
2025
Q4 		$3.46M Buy
19,491
+262
+1% +$47.4K 0.07% 58
2025
Q3 		$3.51M Buy
19,229
+4,654
+32% +$754K 0.08% 60
2025
Q2 		$1.99M Buy
14,575
+2,090
+17% +$245K 0.05% 80
2025
Q1 		$1.05M Buy
12,485
+198
+2% +$17.4K 0.03% 109
2024
Q4 		$929K Sell
12,287
-95
-0.8% -$5.53K 0.03% 125
2024
Q3 		$461K Buy
12,382
+36
+0.3% +$1.1K 0.01% 193
2024
Q2 		$313K Buy
12,346
+1,536
+14% +$34.6K 0.01% 221
2024
Q1 		$249K Buy
10,810
+800
+8% +$17K 0.01% 253
2023
Q4 		$172K Hold
10,010
– – 0.01% 261
2023
Q3 		$160K Buy
+10,010
New +$159K 0.01% 251

Other funds holding PLTR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Cassaday & Co Wealth Management's PLTR Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Palantir (PLTR) stake by 1% in Q3 2026, buying an estimated $30.6K and bringing the position to 18,681 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #64.

Cassaday & Co Wealth Management first reported a position in PLTR in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.51M in Q3 2025. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Cassaday & Co Wealth Management held 18,681 shares of Palantir worth $3.49M as of Q3 2026.
  • Cassaday & Co Wealth Management bought 192 Palantir shares in Q3 2026, an estimated $30.6K.
  • Palantir made up 0.06% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Cassaday & Co Wealth Management first reported a position in Palantir in Q3 2023 and has held it in 13 quarters since.
  • Cassaday & Co Wealth Management's Palantir position peaked at $3.51M in Q3 2025.
  • 2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.