FAIM
PLTR icon

Financial Advocates Investment Management’s Palantir PLTR Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-30,829
Closed -$4.2M – 437
2025
Q2 		$4.2M Buy
30,829
+65
+0.2% +$7.62K 0.34% 66
2025
Q1 		$2.6M Sell
30,764
-7,833
-20% -$688K 0.18% 132
2024
Q4 		$2.92M Sell
38,597
-14,307
-27% -$833K 0.17% 137
2024
Q3 		$1.97M Sell
52,904
-1,006
-2% -$30.9K 0.11% 185
2024
Q2 		$1.37M Buy
53,910
+3,044
+6% +$68.5K 0.08% 224
2024
Q1 		$1.17M Sell
50,866
-2,450
-5% -$52.2K 0.07% 281
2023
Q4 		$915K Buy
53,316
+6,656
+14% +$119K 0.06% 304
2023
Q3 		$747K Buy
46,660
+14,662
+46% +$234K 0.05% 326
2023
Q2 		$491K Buy
31,998
+4,580
+17% +$52.1K 0.04% 414
2023
Q1 		$232K Buy
27,418
+10,141
+59% +$79.4K 0.02% 634
2022
Q4 		$111K Sell
17,277
-4,625
-21% -$35.1K 0.01% 714
2022
Q3 		$319K Buy
21,902
+23
+0.1% +$205 0.03% 531
2022
Q2 		$198K Sell
21,879
-1,639
-7% -$16.2K 0.02% 629
2022
Q1 		$323K Buy
23,518
+6,039
+35% +$80.5K 0.02% 555
2021
Q4 		$328K Buy
+17,479
New +$386K 0.02% 610
2021
Q3 		– Sell
-13,208
Closed -$322K – 780
2021
Q2 		$416K Sell
13,208
-9,725
-42% -$225K 0.03% 522
2021
Q1 		$533K Buy
22,933
+9,013
+65% +$247K 0.04% 468
2020
Q4 		$328K Buy
+13,920
New +$249K 0.02% 543

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's PLTR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Palantir (PLTR) in Q3 2025, closing a stake of 30,829 shares — an estimated $4.2M sold.

Financial Advocates Investment Management first reported a position in PLTR in Q4 2020 and held it in 18 quarters. The position peaked at $4.2M in Q2 2025. 2,834 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 30,829 Palantir shares in Q3 2025, an estimated $4.2M.
  • Financial Advocates Investment Management first reported a position in Palantir in Q4 2020 and held it in 18 quarters.
  • Financial Advocates Investment Management's Palantir position peaked at $4.2M in Q2 2025.
  • 2,834 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.