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Cooper Financial Group’s Palantir PLTR Stock Holding History

Cooper Financial Group’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 		$2.66M Buy
14,227
+2,493
+21% +$397K 0.21% 87
2026
Q2 		$1.37M Sell
11,734
-624
-5% -$85.1K 0.11% 132
2026
Q1 		$1.81M Buy
12,358
+2,352
+24% +$360K 0.18% 99
2025
Q4 		$1.78M Buy
10,006
+1,348
+16% +$244K 0.19% 94
2025
Q3 		$1.58M Buy
8,658
+2,522
+41% +$409K 0.17% 94
2025
Q2 		$836K Sell
6,136
-2,392
-28% -$281K 0.1% 167
2025
Q1 		$720K Buy
8,528
+5,799
+212% +$509K 0.09% 187
2024
Q4 		$206K Buy
+2,729
New +$159K 0.02% 371
2024
Q1 		– Sell
-24,969
Closed -$429K – 368
2023
Q4 		$429K Sell
24,969
-1
-0% -$18 0.08% 229
2023
Q3 		$400K Buy
24,970
+27
+0.1% +$430 0.1% 224
2023
Q2 		$382K Buy
24,943
+10
+0% +$114 0.09% 223
2023
Q1 		$211K Hold
24,933
– – 0.06% 282
2022
Q4 		$160K Sell
24,933
-24
-0.1% -$182 0.05% 285
2022
Q3 		$203K Buy
+24,957
New +$222K 0.07% 246

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Cooper Financial Group's PLTR Position: Q3 2026 in Review

Cooper Financial Group increased its Palantir (PLTR) stake by 21% in Q3 2026, buying an estimated $397K and bringing the position to 14,227 shares worth $2.66M. The position accounts for 0.21% of the portfolio, ranked #87.

Cooper Financial Group first reported a position in PLTR in Q3 2022 and has held it in 14 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Cooper Financial Group held 14,227 shares of Palantir worth $2.66M as of Q3 2026.
  • Cooper Financial Group bought 2,493 Palantir shares in Q3 2026, an estimated $397K.
  • Palantir made up 0.21% of Cooper Financial Group's portfolio in Q3 2026, its #87 holding.
  • Cooper Financial Group first reported a position in Palantir in Q3 2022 and has held it in 14 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.