Compass Wealth Management (Georgia)’s Palantir PLTR Stock Holding History

Compass Wealth Management (Georgia)’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	$935K	Hold	5,000	–	–	0.37%	39
2026 Q2	$583K	Hold	5,000	–	–	0.23%	46
2026 Q1	$731K	Sell	5,000 -75	-1%	-$11.5K	0.31%	40
2025 Q4	$902K	Sell	5,075 -26	-0.5%	-$4.71K	0.37%	37
2025 Q3	$931K	Buy	5,101 +101	+2%	+$16.4K	0.41%	34
2025 Q2	$682K	Buy	+5,000	New	+$586K	0.36%	38

Other funds holding PLTR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Compass Wealth Management (Georgia)'s PLTR Position: Q3 2026 in Review

Compass Wealth Management (Georgia) held its Palantir (PLTR) position steady in Q3 2026 at 5,000 shares worth $935K. The position accounts for 0.37% of the portfolio, ranked #39.

Compass Wealth Management (Georgia) first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. 2,271 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Compass Wealth Management (Georgia) held 5,000 shares of Palantir worth $935K as of Q3 2026.
Compass Wealth Management (Georgia) left its Palantir share count unchanged in Q3 2026.
Palantir made up 0.37% of Compass Wealth Management (Georgia)'s portfolio in Q3 2026, its #39 holding.
Compass Wealth Management (Georgia) first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
2,271 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2026, filed 30 Oct 2026.