Ellerson Group’s Palantir PLTR Stock Holding History

Ellerson 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
2026 Q1	$11.6M	Sell	79,572 -386	-0.5%	-$59K	7.63%	2
2025 Q4	$14.2M	Sell	79,958 -17,620	-18%	-$3.19M	9.62%	2
2025 Q3	$17.8M	Sell	97,578 -11,024	-10%	-$1.79M	11.07%	2
2025 Q2	$14.8M	Sell	108,602 -7,969	-7%	-$935K	10.44%	2
2025 Q1	$9.84M	Sell	116,571 -30,097	-21%	-$2.64M	7.82%	2
2024 Q4	$11.1M	Sell	146,668 -2,742	-2%	-$160K	8.09%	3
2024 Q3	$5.56M	Sell	149,410 -21,596	-13%	-$663K	4.36%	4
2024 Q2	$4.33M	Buy	171,006 +1,976	+1%	+$44.5K	3.3%	10
2024 Q1	$3.89M	Sell	169,030 -940	-0.6%	-$20K	2.97%	12
2023 Q4	$2.92M	Buy	+169,970	New	+$3.03M	2.53%	19

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