Edge Wealth Management
PLTR icon

Edge Wealth Management’s Palantir PLTR Stock Holding History

Edge Wealth Management’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 		$895K Sell
4,754
-5
-0.1% -$797 0.13% 37
2026
Q2 		$555K Hold
4,759
– – 0.09% 47
2026
Q1 		$696K Buy
4,759
+9
+0.2% +$1.38K 0.12% 41
2025
Q4 		$844K Sell
4,750
-75
-2% -$13.6K 0.15% 36
2025
Q3 		$880K Sell
4,825
-10
-0.2% -$1.62K 0.16% 39
2025
Q2 		$659K Sell
4,835
-1,419
-23% -$166K 0.13% 42
2025
Q1 		$528K Sell
6,254
-4,889
-44% -$429K 0.11% 48
2024
Q4 		$843K Sell
11,143
-3,007
-21% -$175K 0.17% 38
2024
Q3 		$526K Hold
14,150
– – 0.11% 48
2024
Q2 		$358K Buy
14,150
+50
+0.4% +$1.13K 0.08% 54
2024
Q1 		$324K Sell
14,100
-3,377
-19% -$72K 0.07% 59
2023
Q4 		$300K Sell
17,477
-50
-0.3% -$891 0.07% 58
2023
Q3 		$280K Buy
17,527
+5,768
+49% +$91.9K 0.07% 58
2023
Q2 		$180K Sell
11,759
-773
-6% -$8.78K 0.04% 69
2023
Q1 		$106K Sell
12,532
-1,211
-9% -$9.48K 0.02% 71
2022
Q4 		$86.4K Sell
13,743
-5,766
-30% -$43.7K 0.02% 81
2022
Q3 		$163K Sell
19,509
-600
-3% -$5.34K 0.04% 72
2022
Q2 		$182K Hold
20,109
– – 0.04% 78
2022
Q1 		$276K Buy
20,109
+10,220
+103% +$136K 0.05% 69
2021
Q4 		$180K Buy
9,889
+2,103
+27% +$46.4K 0.03% 95
2021
Q3 		$187K Sell
7,786
-6
-0.1% -$146 0.04% 91
2021
Q2 		$207K Buy
7,792
+306
+4% +$7.08K 0.04% 91
2021
Q1 		$174K Buy
7,486
+2,477
+49% +$67.9K 0.04% 98
2020
Q4 		$119K Buy
5,009
+1,009
+25% +$18K 0.03% 113
2020
Q3 		$38K Buy
+4,000
New +$38K 0.01% 221

Other funds holding PLTR

UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Edge Wealth Management's PLTR Position: Q3 2026 in Review

Edge Wealth Management reduced its Palantir (PLTR) stake by 0.11% in Q3 2026, selling an estimated $797 and leaving 4,754 shares worth $895K. The position accounts for 0.13% of the portfolio, ranked #37.

Edge Wealth Management first reported a position in PLTR in Q3 2020 and has held it in 25 quarters since. 628 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Edge Wealth Management held 4,754 shares of Palantir worth $895K as of Q3 2026.
  • Edge Wealth Management sold 5 Palantir shares in Q3 2026, an estimated $797.
  • Palantir made up 0.13% of Edge Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Edge Wealth Management first reported a position in Palantir in Q3 2020 and has held it in 25 quarters since.
  • 628 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.