Cyndeo Wealth Partners’s Palantir PLTR Stock Holding History

Cyndeo Wealth Partners’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	$17M	Buy	90,932 +9,166	+11%	+$1.46M	0.77%	30
2026 Q2	$9.5M	Sell	81,766 -1,708	-2%	-$233K	0.45%	75
2026 Q1	$12.2M	Sell	83,474 -872	-1%	-$133K	0.64%	43
2025 Q4	$15M	Sell	84,346 -11,586	-12%	-$2.1M	0.81%	34
2025 Q3	$17.5M	Sell	95,932 -3,754	-4%	-$608K	0.97%	28
2025 Q2	$13.6M	Buy	99,686 +817	+0.8%	+$95.8K	0.81%	31
2025 Q1	$8.34M	Sell	98,869 -70,352	-42%	-$6.18M	0.55%	50
2024 Q4	$12.8M	Sell	169,221 -1,183	-0.7%	-$68.9K	0.87%	29
2024 Q3	$6.34M	Buy	+170,404	New	+$5.23M	0.44%	72
2024 Q2	–	Sell	-14,176	Closed	-$326K	–	413
2024 Q1	$326K	Buy	+14,176	New	+$302K	0.03%	316

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cyndeo Wealth Partners's PLTR Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Palantir (PLTR) stake by 11% in Q3 2026, buying an estimated $1.46M and bringing the position to 90,932 shares worth $17M. The position accounts for 0.77% of the portfolio, ranked #30.

Cyndeo Wealth Partners first reported a position in PLTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.5M in Q3 2025. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Cyndeo Wealth Partners held 90,932 shares of Palantir worth $17M as of Q3 2026.
Cyndeo Wealth Partners bought 9,166 Palantir shares in Q3 2026, an estimated $1.46M.
Palantir made up 0.77% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #30 holding.
Cyndeo Wealth Partners first reported a position in Palantir in Q1 2024 and has held it in 10 quarters since.
Cyndeo Wealth Partners's Palantir position peaked at $17.5M in Q3 2025.
1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.