Evergreen Private Wealth’s Palantir PLTR Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-50	Closed	-$9.12K	–	191
2025 Q3	$9.12K	Hold	50	–	–	﹤0.01%	160
2025 Q2	$6.82K	Buy	+50	New	+$5.86K	﹤0.01%	168

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evergreen Private Wealth's PLTR Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Palantir (PLTR) in Q4 2025, closing a stake of 50 shares — an estimated $9.12K sold.

Evergreen Private Wealth first reported a position in PLTR in Q2 2025 and held it in 2 quarters. The position peaked at $9.12K in Q3 2025. 3,057 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

Evergreen Private Wealth reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 50 Palantir shares in Q4 2025, an estimated $9.12K.
Evergreen Private Wealth first reported a position in Palantir in Q2 2025 and held it in 2 quarters.
Evergreen Private Wealth's Palantir position peaked at $9.12K in Q3 2025.
3,057 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.