Cornerstone Advisory’s Palantir PLTR Stock Holding History

Cornerstone 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	$1.32M	Sell	7,062 -1,257	-15%	-$200K	0.1%	105
2026 Q2	$971K	Buy	8,319 +3,075	+59%	+$419K	0.08%	112
2026 Q1	$767K	Buy	5,244 +384	+8%	+$58.7K	0.07%	121
2025 Q4	$864K	Buy	4,860 +281	+6%	+$50.9K	0.08%	106
2025 Q3	$835K	Sell	4,579 -2,183	-32%	-$354K	0.08%	107
2025 Q2	$922K	Sell	6,762 -199	-3%	-$23.3K	0.1%	98
2025 Q1	$758K	Sell	6,961 -100	-1%	-$8.78K	0.09%	107
2024 Q4	$841K	Sell	7,061 -8	-0.1%	-$466	0.1%	101
2024 Q3	$263K	Buy	+7,069	New	+$217K	0.03%	193
2022 Q1	–	Sell	-853	Closed	-$15K	–	634
2021 Q4	$15K	Buy	+853	New	+$18.8K	﹤0.01%	567

Other funds holding PLTR

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

Amundi Paris, France $496B AUM 35.36% 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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Advisory's PLTR Position: Q3 2026 in Review

Cornerstone Advisory reduced its Palantir (PLTR) stake by 15% in Q3 2026, selling an estimated $200K and leaving 7,062 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #105.

Cornerstone Advisory first reported a position in PLTR in Q4 2021 and has held it in 10 quarters since. 1,966 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Cornerstone Advisory held 7,062 shares of Palantir worth $1.32M as of Q3 2026.
Cornerstone Advisory sold 1,257 Palantir shares in Q3 2026, an estimated $200K.
Palantir made up 0.1% of Cornerstone Advisory's portfolio in Q3 2026, its #105 holding.
Cornerstone Advisory first reported a position in Palantir in Q4 2021 and has held it in 10 quarters since.
1,966 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.