Covestor’s Palantir PLTR Stock Holding History

Covestor’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 Q1	$345K	Buy	2,362 +1,353	+134%	+$207K	0.24%	67
2025 Q4	$179K	Buy	1,009 +47	+5%	+$8.51K	0.09%	268
2025 Q3	$176K	Buy	962 +190	+25%	+$30.8K	0.1%	262
2025 Q2	$105K	Sell	772 -298	-28%	-$35K	0.06%	530
2025 Q1	$90K	Buy	1,070 +15	+1%	+$1.32K	0.06%	557
2024 Q4	$80K	Sell	1,055 -185	-15%	-$10.8K	0.05%	651
2024 Q3	$46K	Buy	1,240 +15	+1%	+$460	0.03%	910
2024 Q2	$31K	Buy	1,225 +29	+2%	+$653	0.02%	1045
2024 Q1	$28K	Buy	1,196 +198	+20%	+$4.22K	0.02%	1093
2023 Q4	$17K	Buy	998 +38	+4%	+$677	0.01%	1261
2023 Q3	$15K	Sell	960 -484	-34%	-$7.71K	0.01%	1238
2023 Q2	$22K	Sell	1,444 -30	-2%	-$341	0.02%	1100
2023 Q1	$12K	Sell	1,474 -48	-3%	-$376	0.01%	1230
2022 Q4	$10K	Buy	1,522 +21	+1%	+$159	0.01%	1330
2022 Q3	$12K	Sell	1,501 -19	-1%	-$169	0.01%	1198
2022 Q2	$14K	Buy	1,520 +319	+27%	+$3.15K	0.01%	1094
2022 Q1	$16K	Buy	1,201 +409	+52%	+$5.46K	0.01%	1131
2021 Q4	$14K	Buy	+792	New	+$17.5K	0.02%	943

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return