CreativeOne Wealth’s Palantir PLTR Stock Holding History

CreativeOne Wealth’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	$8.53M	Sell	58,339 -12,067	-17%	-$1.85M	0.2%	95
2025 Q4	$12.5M	Sell	70,406 -30,572	-30%	-$5.53M	0.3%	62
2025 Q3	$18.4M	Buy	100,978 +1,707	+2%	+$277K	0.45%	42
2025 Q2	$13.5M	Buy	99,271 +14,887	+18%	+$1.75M	0.35%	56
2025 Q1	$7.12M	Buy	84,384 +37,482	+80%	+$3.29M	0.21%	97
2024 Q4	$3.55M	Buy	46,902 +18,241	+64%	+$1.06M	0.11%	179
2024 Q3	$1.07M	Buy	28,661 +13,644	+91%	+$419K	0.04%	416
2024 Q2	$380K	Sell	15,017 -1,115	-7%	-$25.1K	0.02%	551
2024 Q1	$371K	Buy	+16,132	New	+$344K	0.01%	659
2023 Q3	–	Sell	-16,575	Closed	-$254K	–	759
2023 Q2	$254K	Buy	16,575 +5,238	+46%	+$59.5K	0.01%	696
2023 Q1	$96K	Buy	11,337 +109	+1%	+$853	﹤0.01%	778
2022 Q4	$72K	Sell	11,228 -11,630	-51%	-$88.2K	﹤0.01%	722
2022 Q3	$186K	Sell	22,858 -3,029	-12%	-$26.9K	0.01%	670
2022 Q2	$235K	Sell	25,887 -2,109	-8%	-$20.8K	0.01%	630
2022 Q1	$384K	Buy	+27,996	New	+$373K	0.02%	509
2021 Q1	–	Sell	-10,829	Closed	-$255K	–	595
2020 Q4	$255K	Buy	+10,829	New	+$194K	0.02%	416

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