Congress Asset Management’s Palantir PLTR Stock Holding History

Congress Asset 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	$94.8M	Sell	506,678 -6,313	-1%	-$1.01M	0.61%	55
2026 Q2	$59.9M	Buy	512,991 +28,277	+6%	+$3.86M	0.37%	93
2026 Q1	$70.9M	Buy	484,714 +122,521	+34%	+$18.7M	0.51%	79
2025 Q4	$64.4M	Buy	362,193 +4,514	+1%	+$817K	0.45%	82
2025 Q3	$65.2M	Buy	357,679 +290,679	+434%	+$47.1M	0.43%	88
2025 Q2	$9.13M	Buy	67,000 +7,886	+13%	+$925K	0.06%	193
2025 Q1	$4.99M	Buy	+59,114	New	+$5.19M	0.04%	226

Other funds holding PLTR

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Congress Asset Management's PLTR Position: Q3 2026 in Review

Congress Asset Management reduced its Palantir (PLTR) stake by 1.2% in Q3 2026, selling an estimated $1.01M and leaving 506,678 shares worth $94.8M. The position accounts for 0.61% of the portfolio, ranked #55.

Congress Asset Management first reported a position in PLTR in Q1 2025 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Congress Asset Management held 506,678 shares of Palantir worth $94.8M as of Q3 2026.
Congress Asset Management sold 6,313 Palantir shares in Q3 2026, an estimated $1.01M.
Palantir made up 0.61% of Congress Asset Management's portfolio in Q3 2026, its #55 holding.
Congress Asset Management first reported a position in Palantir in Q1 2025 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.