Compass Financial Management
PLTR icon

Compass Financial Management’s Palantir PLTR Stock Holding History

Compass Financial 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 		$14.4M Sell
76,957
-11,715
-13% -$1.87M 1.55% 5
2026
Q2 		$12M Buy
+88,672
New +$12.1M 1.45% 5

Other funds holding PLTR

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Compass Financial Management's PLTR Position: Q3 2026 in Review

Compass Financial Management reduced its Palantir (PLTR) stake by 13% in Q3 2026, selling an estimated $1.87M and leaving 76,957 shares worth $14.4M. The position accounts for 1.55% of the portfolio, ranked #5.

Compass Financial Management first reported a position in PLTR in Q2 2026 and has held it in 2 quarters since. 2,541 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Compass Financial Management held 76,957 shares of Palantir worth $14.4M as of Q3 2026.
  • Compass Financial Management sold 11,715 Palantir shares in Q3 2026, an estimated $1.87M.
  • Palantir made up 1.55% of Compass Financial Management's portfolio in Q3 2026, its #5 holding.
  • Compass Financial Management first reported a position in Palantir in Q2 2026 and has held it in 2 quarters since.
  • 2,541 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.