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Castle Rock Wealth Management’s Palantir PLTR Stock Holding History

Castle Rock 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 		$2.43M Buy
12,666
+543
+4% +$86.5K 0.46% 52
2026
Q2 		$1.52M Sell
12,123
-18,695
-61% -$2.55M 0.3% 94
2026
Q1 		$4.58M Sell
30,818
-175
-0.6% -$26.8K 0.99% 19
2025
Q4 		$4.87M Buy
30,993
+182
+0.6% +$32.9K 1.05% 19
2025
Q3 		$5.75M Sell
30,811
-593
-2% -$96.1K 1.27% 15
2025
Q2 		$4.78M Buy
31,404
+1,166
+4% +$137K 1.12% 17
2025
Q1 		$2.54M Sell
30,238
-11,613
-28% -$1.02M 0.69% 35
2024
Q4 		$4.99M Sell
41,851
-38,346
-48% -$2.23M 1.19% 18
2024
Q3 		$3.16M Sell
80,197
-521
-0.6% -$16K 0.75% 28
2024
Q2 		$2.09M Buy
80,718
+5,726
+8% +$129K 0.52% 45
2024
Q1 		$1.66M Buy
+74,992
New +$1.6M 0.45% 59
2022
Q4 		– Sell
-13,469
Closed -$108K – 228
2022
Q3 		$108K Buy
13,469
+790
+6% +$7.03K 0.05% 194
2022
Q2 		$129K Sell
12,679
-7,951
-39% -$78.6K 0.07% 205
2022
Q1 		$266K Sell
20,630
-1,055
-5% -$14.1K 0.12% 189
2021
Q4 		$293K Sell
21,685
-176
-0.8% -$3.89K 0.12% 195
2021
Q3 		$585K Sell
21,861
-48
-0.2% -$1.17K 0.2% 138
2021
Q2 		$502K Sell
21,909
-3,848
-15% -$89K 0.18% 146
2021
Q1 		$589K Buy
25,757
+8,185
+47% +$224K 0.24% 141
2020
Q4 		$572K Buy
+17,572
New +$314K 0.24% 137

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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 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

Castle Rock Wealth Management's PLTR Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Palantir (PLTR) stake by 4.5% in Q3 2026, buying an estimated $86.5K and bringing the position to 12,666 shares worth $2.43M. The position accounts for 0.46% of the portfolio, ranked #52.

Castle Rock Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.75M in Q3 2025. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Castle Rock Wealth Management held 12,666 shares of Palantir worth $2.43M as of Q3 2026.
  • Castle Rock Wealth Management bought 543 Palantir shares in Q3 2026, an estimated $86.5K.
  • Palantir made up 0.46% of Castle Rock Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Castle Rock Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 19 quarters since.
  • Castle Rock Wealth Management's Palantir position peaked at $5.75M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.