Centricity Wealth Management’s Palantir PLTR Stock Holding History

Centricity 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 Q2	$21.5K	Hold	158	–	–	0.02%	248
2025 Q1	$13.3K	Buy	+158	New	+$13.9K	0.01%	296

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 $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centricity Wealth Management's PLTR Position: Q2 2025 in Review

Centricity Wealth Management held its Palantir (PLTR) position steady in Q2 2025 at 158 shares worth $21.5K. The position accounts for 0.02% of the portfolio, ranked #248.

Centricity Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 2 quarters since. 2,612 funds tracked by Wall St. Rank hold PLTR as of Q2 2025.

Centricity Wealth Management held 158 shares of Palantir worth $21.5K as of Q2 2025.
Centricity Wealth Management left its Palantir share count unchanged in Q2 2025.
Palantir made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #248 holding.
Centricity Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 2 quarters since.
2,612 funds tracked by Wall St. Rank held Palantir as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.