GWM
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Gilpin Wealth Management’s Palantir PLTR Stock Holding History

Gilpin 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
2026
Q3 		$865K Sell
4,624
-1,056
-19% -$168K 0.58% 48
2026
Q2 		$663K Sell
5,680
-284
-5% -$38.7K 0.46% 63
2026
Q1 		$872K Buy
5,964
+1,332
+29% +$204K 0.69% 42
2025
Q4 		$823K Buy
+4,632
New +$839K 0.65% 45

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Gilpin Wealth Management's PLTR Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Palantir (PLTR) stake by 19% in Q3 2026, selling an estimated $168K and leaving 4,624 shares worth $865K. The position accounts for 0.58% of the portfolio, ranked #48.

Gilpin Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 4 quarters since. The position peaked at $872K in Q1 2026. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Gilpin Wealth Management held 4,624 shares of Palantir worth $865K as of Q3 2026.
  • Gilpin Wealth Management sold 1,056 Palantir shares in Q3 2026, an estimated $168K.
  • Palantir made up 0.58% of Gilpin Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Gilpin Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Palantir position peaked at $872K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.