Cypress Financial Planning
PLTR icon

Cypress Financial Planning’s Palantir PLTR Stock Holding History

Cypress Financial Planning’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 		$254K Buy
+1,360
New +$217K 0.07% 88
2026
Q2 		– Sell
-1,410
Closed -$206K – 116
2026
Q1 		$206K Buy
1,410
+149
+12% +$22.8K 0.06% 101
2025
Q4 		$228K Hold
1,261
– – 0.06% 99
2025
Q3 		$230K Buy
+1,261
New +$204K 0.07% 83

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cypress Financial Planning's PLTR Position: Q3 2026 in Review

Cypress Financial Planning opened a new position in Palantir (PLTR) in Q3 2026: 1,360 shares worth $254K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Cypress Financial Planning previously reported a position in PLTR as recently as Q1 2026.

Cypress Financial Planning first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Cypress Financial Planning held 1,360 shares of Palantir worth $254K as of Q3 2026.
  • Palantir was a new Cypress Financial Planning position in Q3 2026.
  • Palantir made up 0.07% of Cypress Financial Planning's portfolio in Q3 2026, its #88 holding.
  • Cypress Financial Planning first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • 2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.