Fi3 Financial Advisors’s Palantir PLTR Stock Holding History

Fi3 Financial Advisors’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 Q2	$657K	Sell	4,484 -3,044	-40%	-$415K	0.16%	73
2026 Q1	$1.1M	Buy	7,528 +39	+0.5%	+$5.96K	0.32%	33
2025 Q4	$1.33M	Buy	7,489 +545	+8%	+$98.7K	0.41%	28
2025 Q3	$1.27M	Sell	6,944 -23	-0.3%	-$3.73K	0.43%	26
2025 Q2	$950K	Sell	6,967 -89	-1%	-$10.4K	0.34%	30
2025 Q1	$596K	Buy	7,056 +49	+0.7%	+$4.3K	0.24%	43
2024 Q4	$530K	Buy	+7,007	New	+$408K	0.2%	47

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fi3 Financial Advisors's PLTR Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Palantir (PLTR) stake by 40% in Q2 2026, selling an estimated $415K and leaving 4,484 shares worth $657K. The position accounts for 0.16% of the portfolio, ranked #73.

Fi3 Financial Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Fi3 Financial Advisors held 4,484 shares of Palantir worth $657K as of Q2 2026.
Fi3 Financial Advisors sold 3,044 Palantir shares in Q2 2026, an estimated $415K.
Palantir made up 0.16% of Fi3 Financial Advisors's portfolio in Q2 2026, its #73 holding.
Fi3 Financial Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
Fi3 Financial Advisors's Palantir position peaked at $1.33M in Q4 2025.
2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.