Donoghue Forlines’s Palantir PLTR Stock Holding History

Donoghue Forlines’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	–	Sell	-1,926	Closed	-$342K	–	150
2025 Q4	$342K	Buy	+1,926	New	+$349K	0.11%	104
2025 Q3	–	Sell	-19,817	Closed	-$2.7M	–	125
2025 Q2	$2.7M	Sell	19,817 -7,103	-26%	-$833K	0.77%	47
2025 Q1	$2.27M	Sell	26,920 -2,541	-9%	-$223K	0.72%	41
2024 Q4	$2.23M	Buy	29,461 +9,530	+48%	+$555K	0.75%	11
2024 Q3	$741K	Sell	19,931 -1,308	-6%	-$40.1K	0.21%	126
2024 Q2	$538K	Buy	21,239 +174	+0.8%	+$3.92K	0.15%	155
2024 Q1	$485K	Buy	21,065 +4,822	+30%	+$103K	0.14%	167
2023 Q4	$279K	Buy	+16,243	New	+$289K	0.09%	198
2023 Q3	–	Sell	-27,908	Closed	-$428K	–	274
2023 Q2	$428K	Buy	27,908 +768	+3%	+$8.73K	0.13%	158
2023 Q1	$229K	Sell	27,140 -3,843	-12%	-$30.1K	0.08%	201
2022 Q4	$199K	Sell	30,983 -3,911	-11%	-$29.6K	0.07%	222
2022 Q3	$284K	Sell	34,894 -44,100	-56%	-$392K	0.1%	175
2022 Q2	$716K	Buy	78,994 +7,741	+11%	+$76.5K	0.19%	135
2022 Q1	$978K	Buy	71,253 +34,572	+94%	+$461K	0.21%	141
2021 Q4	$668K	Buy	+36,681	New	+$810K	0.11%	199

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