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EWM
Evermay Wealth Management’s
Palantir
PLTR
Stock Holding History
Evermay 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
Q1
$43.4K
Sell
297
-874
-75%
-$134K
﹤0.01%
331
2025
Q4
$208K
Buy
1,171
+248
+27%
+$44.9K
0.02%
197
2025
Q3
$168K
Buy
923
+47
+5%
+$7.62K
0.02%
209
2025
Q2
$119K
Buy
876
+874
+43,700%
+$103K
0.01%
243
2025
Q1
$169
Hold
2
–
–
﹤0.01%
566
2024
Q4
$152
Hold
2
–
–
﹤0.01%
555
2024
Q3
$75
Hold
2
–
–
﹤0.01%
584
2024
Q2
$51
Hold
2
–
–
﹤0.01%
605
2024
Q1
$47
Hold
2
–
–
﹤0.01%
608
2023
Q4
$35
Buy
+2
New
+$36
﹤0.01%
674
2023
Q3
–
Sell
-3
Closed
-$46
–
577
2023
Q2
$46
Sell
3
-2,725
-100%
-$31K
﹤0.01%
552
2023
Q1
$23.1K
Sell
2,728
-115
-4%
-$900
﹤0.01%
359
2022
Q4
$18.3K
Sell
2,843
-62
-2%
-$470
﹤0.01%
372
2022
Q3
$24K
Buy
2,905
+1,175
+68%
+$10.4K
﹤0.01%
334
2022
Q2
$16K
Buy
1,730
+385
+29%
+$3.81K
﹤0.01%
357
2022
Q1
$18K
Sell
1,345
-1,015
-43%
-$13.5K
﹤0.01%
373
2021
Q4
$43K
Buy
2,360
+845
+56%
+$18.7K
0.01%
296
2021
Q3
$36K
Buy
1,515
+1,295
+589%
+$31.6K
0.01%
297
2021
Q2
$6K
Buy
+220
New
+$5.09K
﹤0.01%
436
Other funds holding PLTR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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