Consilium Wealth Advisory
PLTR icon

Consilium Wealth Advisory’s Palantir PLTR Stock Holding History

Consilium Wealth Advisory’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 		$974K Sell
5,206
-126
-2% -$20.1K 0.29% 53
2026
Q2 		$622K Buy
5,332
+190
+4% +$25.9K 0.18% 69
2026
Q1 		$752K Sell
5,142
-103
-2% -$15.7K 0.26% 59
2025
Q4 		$932K Buy
5,245
+145
+3% +$26.2K 0.34% 47
2025
Q3 		$930K Sell
5,100
-354
-6% -$57.4K 0.36% 46
2025
Q2 		$743K Buy
+5,454
New +$640K 0.31% 55

Other funds holding PLTR

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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Consilium Wealth Advisory's PLTR Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its Palantir (PLTR) stake by 2.4% in Q3 2026, selling an estimated $20.1K and leaving 5,206 shares worth $974K. The position accounts for 0.29% of the portfolio, ranked #53.

Consilium Wealth Advisory first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. 2,187 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Consilium Wealth Advisory held 5,206 shares of Palantir worth $974K as of Q3 2026.
  • Consilium Wealth Advisory sold 126 Palantir shares in Q3 2026, an estimated $20.1K.
  • Palantir made up 0.29% of Consilium Wealth Advisory's portfolio in Q3 2026, its #53 holding.
  • Consilium Wealth Advisory first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • 2,187 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.