D.A. Davidson & Co’s Palantir PLTR Stock Holding History

D.A. Davidson & Co’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	$11.3M	Sell	77,589 -2,423	-3%	-$370K	0.07%	225
2025 Q4	$14.2M	Sell	80,012 -560	-0.7%	-$101K	0.09%	181
2025 Q3	$14.7M	Sell	80,572 -1,303	-2%	-$211K	0.09%	169
2025 Q2	$11.2M	Buy	81,875 +7,024	+9%	+$824K	0.08%	199
2025 Q1	$6.32M	Buy	74,851 +3,013	+4%	+$265K	0.05%	271
2024 Q4	$5.43M	Buy	71,838 +1,431	+2%	+$83.4K	0.04%	302
2024 Q3	$2.62M	Sell	70,407 -22,397	-24%	-$687K	0.02%	488
2024 Q2	$2.35M	Buy	92,804 +67,184	+262%	+$1.51M	0.02%	496
2024 Q1	$590K	Buy	25,620 +7,926	+45%	+$169K	0.01%	928
2023 Q4	$304K	Buy	17,694 +57	+0.3%	+$1.01K	﹤0.01%	1119
2023 Q3	$282K	Buy	+17,637	New	+$281K	﹤0.01%	1110
2022 Q4	–	Sell	-11,608	Closed	-$94K	–	1364
2022 Q3	$94K	Sell	11,608 -3,156	-21%	-$28.1K	﹤0.01%	1227
2022 Q2	$134K	Buy	14,764 +185	+1%	+$1.83K	﹤0.01%	1203
2022 Q1	$200K	Buy	14,579 +2,286	+19%	+$30.5K	﹤0.01%	1211
2021 Q4	$224K	Sell	12,293 -1,737	-12%	-$38.4K	﹤0.01%	1155
2021 Q3	$337K	Buy	14,030 +199	+1%	+$4.85K	﹤0.01%	968
2021 Q2	$365K	Buy	13,831 +3,891	+39%	+$90K	﹤0.01%	924
2021 Q1	$232K	Sell	9,940 -90,956	-90%	-$2.49M	﹤0.01%	1048
2020 Q4	$2.45M	Buy	+100,896	New	+$1.8M	0.04%	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