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Forefront Wealth Management’s Palantir PLTR Stock Holding History

Forefront 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
2025
Q4 		$266K Sell
1,494
-168
-10% -$30.4K 0.19% 52
2025
Q3 		$303K Buy
1,662
+2
+0.1% +$324 0.22% 50
2025
Q2 		$226K Buy
+1,660
New +$195K 0.18% 55

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forefront Wealth Management's PLTR Position: Q4 2025 in Review

Forefront Wealth Management reduced its Palantir (PLTR) stake by 10% in Q4 2025, selling an estimated $30.4K and leaving 1,494 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #52.

Forefront Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 3 quarters since. The position peaked at $303K in Q3 2025. 3,044 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

  • Forefront Wealth Management held 1,494 shares of Palantir worth $266K as of Q4 2025.
  • Forefront Wealth Management sold 168 Palantir shares in Q4 2025, an estimated $30.4K.
  • Palantir made up 0.19% of Forefront Wealth Management's portfolio in Q4 2025, its #52 holding.
  • Forefront Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 3 quarters since.
  • Forefront Wealth Management's Palantir position peaked at $303K in Q3 2025.
  • 3,044 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.