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Coastline Trust’s Palantir PLTR Stock Holding History

Coastline Trust’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 		$3.47M Sell
18,547
-661
-3% -$105K 0.32% 59
2026
Q2 		$2.24M Sell
19,208
-17
-0.1% -$2.32K 0.2% 80
2026
Q1 		$2.81M Sell
19,225
-31
-0.2% -$4.74K 0.28% 64
2025
Q4 		$3.42M Buy
19,256
+348
+2% +$63K 0.32% 56
2025
Q3 		$3.45M Buy
18,908
+470
+3% +$76.2K 0.37% 51
2025
Q2 		$2.51M Buy
18,438
+15,647
+561% +$1.84M 0.29% 66
2025
Q1 		$236K Buy
2,791
+2,030
+267% +$178K 0.03% 187
2024
Q4 		$57.6K Buy
+761
New +$44.3K 0.01% 269

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

Coastline Trust's PLTR Position: Q3 2026 in Review

Coastline Trust reduced its Palantir (PLTR) stake by 3.4% in Q3 2026, selling an estimated $105K and leaving 18,547 shares worth $3.47M. The position accounts for 0.32% of the portfolio, ranked #59.

Coastline Trust first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Coastline Trust held 18,547 shares of Palantir worth $3.47M as of Q3 2026.
  • Coastline Trust sold 661 Palantir shares in Q3 2026, an estimated $105K.
  • Palantir made up 0.32% of Coastline Trust's portfolio in Q3 2026, its #59 holding.
  • Coastline Trust first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.