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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
2024
Q2 		– Sell
-2,000
Closed -$46K – 806
2024
Q1 		$46K Buy
+2,000
New +$42.6K ﹤0.01% 754
2021
Q4 		– Sell
-14,344
Closed -$345K – 801
2021
Q3 		$345K Buy
+14,344
New +$350K 0.02% 573

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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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.