EdgeRock Capital’s Palantir PLTR Stock Holding History

EdgeRock Capital’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	$317K	Sell	2,166 -2,524	-54%	-$386K	0.09%	92
2025 Q4	$834K	Buy	4,690 +830	+22%	+$150K	0.22%	45
2025 Q3	$704K	Sell	3,860 -1,129	-23%	-$183K	0.2%	54
2025 Q2	$680K	Buy	4,989 +422	+9%	+$49.5K	0.22%	52
2025 Q1	$385K	Sell	4,567 -9,004	-66%	-$791K	0.27%	46
2024 Q4	$1.03M	Sell	13,571 -6,895	-34%	-$402K	0.67%	23
2024 Q3	$761K	Sell	20,466 -5,725	-22%	-$176K	0.54%	27
2024 Q2	$663K	Sell	26,191 -1,644	-6%	-$37K	0.51%	23
2024 Q1	$640K	Sell	27,835 -12,461	-31%	-$266K	0.51%	24
2023 Q4	$686K	Sell	40,296 -12,610	-24%	-$225K	0.5%	22
2023 Q3	$846K	Sell	52,906 -6,760	-11%	-$108K	0.51%	16
2023 Q2	$915K	Hold	59,666	–	–	0.44%	20
2023 Q1	$504K	Hold	59,666	–	–	0.26%	33
2022 Q4	$383K	Buy	59,666 +13,421	+29%	+$102K	0.21%	39
2022 Q3	$375K	Buy	46,245 +18,994	+70%	+$169K	0.21%	31
2022 Q2	$247K	Buy	+27,251	New	+$269K	0.17%	43

Other funds holding PLTR

BlackRock New York $5.72T 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JP Morgan Chase

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return