Evermay Wealth Management
PLTR icon

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
Q3 		$260K Buy
1,392
+720
+107% +$115K 0.03% 176
2026
Q2 		$78.4K Buy
672
+375
+126% +$51.2K 0.01% 302
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 – 576
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Evermay Wealth Management increased its Palantir (PLTR) stake by 107% in Q3 2026, buying an estimated $115K and bringing the position to 1,392 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #176.

Evermay Wealth Management first reported a position in PLTR in Q2 2021 and has held it in 21 quarters since. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Evermay Wealth Management held 1,392 shares of Palantir worth $260K as of Q3 2026.
  • Evermay Wealth Management bought 720 Palantir shares in Q3 2026, an estimated $115K.
  • Palantir made up 0.03% of Evermay Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Evermay Wealth Management first reported a position in Palantir in Q2 2021 and has held it in 21 quarters since.
  • 1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.