CAZ Investments’s Palantir PLTR Stock Holding History

CAZ Investments’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 Q1	$43.9K	Hold	300	–	–	0.05%	30
2025 Q4	$53.3K	Hold	300	–	–	0.09%	20
2025 Q3	$54.7K	Hold	300	–	–	0.1%	18
2025 Q2	$40.9K	Hold	300	–	–	0.23%	15
2025 Q1	$25K	Sell	300 -200	-40%	-$17.6K	0.18%	23
2024 Q4	$38K	Sell	500 -6,500	-93%	-$379K	0.05%	27
2024 Q3	$201K	Buy	7,000 +2,000	+40%	+$61.4K	0.19%	16
2024 Q2	$127K	Hold	5,000	–	–	0.19%	19
2024 Q1	$115K	Sell	5,000 -5,000	-50%	-$107K	0.23%	21
2023 Q4	$172K	Hold	10,000	–	–	0.43%	22
2023 Q3	$160K	Hold	10,000	–	–	0.45%	21
2023 Q2	$153K	Sell	10,000 -5,000	-33%	-$56.8K	0.42%	22
2023 Q1	$127K	Sell	15,000 -15,000	-50%	-$117K	0.37%	24
2022 Q4	$193K	Buy	30,000 +20,000	+200%	+$152K	0.63%	26
2022 Q3	$81K	Hold	10,000	–	–	0.34%	27
2022 Q2	$91K	Buy	10,000 +5,000	+100%	+$49.4K	0.29%	29
2022 Q1	$69K	Buy	+5,000	New	+$66.7K	0.11%	34

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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