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Congress Wealth Management’s Palantir PLTR Stock Holding History

Congress 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 		$3.8M Buy
27,874
+5,799
+26% +$680K 0.04% 435
2025
Q1 		$1.91M Buy
22,075
+13,512
+158% +$1.19M 0.02% 503
2024
Q4 		$648K Buy
+8,563
New +$499K 0.01% 587

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Congress Wealth Management increased its Palantir (PLTR) stake by 26% in Q2 2025, buying an estimated $680K and bringing the position to 27,874 shares worth $3.8M. The position accounts for 0.04% of the portfolio, ranked #435.

Congress Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 3 quarters since. 2,613 funds tracked by Wall St. Rank hold PLTR as of Q2 2025.

  • Congress Wealth Management held 27,874 shares of Palantir worth $3.8M as of Q2 2025.
  • Congress Wealth Management bought 5,799 Palantir shares in Q2 2025, an estimated $680K.
  • Palantir made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #435 holding.
  • Congress Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 3 quarters since.
  • 2,613 funds tracked by Wall St. Rank held Palantir as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.