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 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

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