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Fiduciary Planning’s Palantir PLTR Stock Holding History

Fiduciary Planning’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 		$1.16M Hold
6,218
– – 0.3% 36
2026
Q2 		$725K Buy
6,218
+324
+5% +$44.2K 0.19% 47
2026
Q1 		$862K Buy
5,894
+1,914
+48% +$293K 0.26% 42
2025
Q4 		$707K Buy
3,980
+166
+4% +$30.1K 0.21% 47
2025
Q3 		$696K Sell
3,814
-839
-18% -$136K 0.21% 49
2025
Q2 		$634K Sell
4,653
-618
-12% -$72.5K 0.21% 49
2025
Q1 		$445K Buy
5,271
+1,061
+25% +$93.2K 0.15% 50
2024
Q4 		$318K Buy
+4,210
New +$245K 0.1% 61

Other funds holding PLTR

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

Fiduciary Planning's PLTR Position: Q3 2026 in Review

Fiduciary Planning held its Palantir (PLTR) position steady in Q3 2026 at 6,218 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #36.

Fiduciary Planning first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. 1,603 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Fiduciary Planning held 6,218 shares of Palantir worth $1.16M as of Q3 2026.
  • Fiduciary Planning left its Palantir share count unchanged in Q3 2026.
  • Palantir made up 0.3% of Fiduciary Planning's portfolio in Q3 2026, its #36 holding.
  • Fiduciary Planning first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.