D.L. Carlson Investment Group’s Palantir PLTR Stock Holding History

D.L. Carlson Investment Group’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
2025 Q1	–	Sell	-114,532	Closed	-$8.66M	–	151
2024 Q4	$8.66M	Sell	114,532 -64,724	-36%	-$3.77M	1.54%	14
2024 Q3	$6.67M	Buy	179,256 +61,342	+52%	+$1.88M	1.21%	17
2024 Q2	$2.99M	Buy	+117,914	New	+$2.66M	0.58%	57
2021 Q4	–	Sell	-498,903	Closed	-$12M	–	151
2021 Q3	$12M	Buy	498,903 +203,171	+69%	+$4.96M	2.09%	11
2021 Q2	$7.79M	Buy	295,732 +96,915	+49%	+$2.24M	1.35%	22
2021 Q1	$4.63M	Buy	+198,817	New	+$5.45M	0.84%	50

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.L. Carlson Investment Group's PLTR Position: Q1 2025 in Review

D.L. Carlson Investment Group sold out of Palantir (PLTR) in Q1 2025, closing a stake of 114,532 shares — an estimated $8.66M sold.

D.L. Carlson Investment Group first reported a position in PLTR in Q1 2021 and held it in 6 quarters. The position peaked at $12M in Q3 2021. 2,192 funds tracked by Wall St. Rank hold PLTR as of Q1 2025.

D.L. Carlson Investment Group reported no remaining Palantir position as of Q1 2025 after selling out during the quarter.
D.L. Carlson Investment Group sold 114,532 Palantir shares in Q1 2025, an estimated $8.66M.
D.L. Carlson Investment Group first reported a position in Palantir in Q1 2021 and held it in 6 quarters.
D.L. Carlson Investment Group's Palantir position peaked at $12M in Q3 2021.
2,192 funds tracked by Wall St. Rank held Palantir as of Q1 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2025, filed 14 May 2025.