EWM
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Executive Wealth Management’s Palantir PLTR Stock Holding History

Executive 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
2024
Q4 		$1.51M Buy
20,029
+382
+2% +$22.3K 0.12% 124
2024
Q3 		$731K Buy
+19,647
New +$603K 0.06% 148

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's PLTR Position: Q4 2024 in Review

Executive Wealth Management increased its Palantir (PLTR) stake by 1.9% in Q4 2024, buying an estimated $22.3K and bringing the position to 20,029 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #124.

Executive Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 2 quarters since. 2,014 funds tracked by Wall St. Rank hold PLTR as of Q4 2024.

  • Executive Wealth Management held 20,029 shares of Palantir worth $1.51M as of Q4 2024.
  • Executive Wealth Management bought 382 Palantir shares in Q4 2024, an estimated $22.3K.
  • Palantir made up 0.12% of Executive Wealth Management's portfolio in Q4 2024, its #124 holding.
  • Executive Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 2 quarters since.
  • 2,014 funds tracked by Wall St. Rank held Palantir as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.