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Global Wealth Strategies & Associates’s Palantir PLTR Stock Holding History

Global Wealth Strategies & Associates’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 		$229K Buy
+1,222
New +$195K 0.04% 101
2026
Q2 		– Sell
-206
Closed -$30.1K – 357
2026
Q1 		$30.1K Sell
206
-39
-16% -$5.96K 0.01% 218
2025
Q4 		$43.5K Buy
245
+15
+7% +$2.71K 0.01% 166
2025
Q3 		$42K Buy
230
+61
+36% +$9.89K 0.01% 160
2025
Q2 		$23K Sell
169
-132
-44% -$15.5K 0.01% 157
2025
Q1 		$25.4K Sell
301
-240
-44% -$21.1K 0.01% 161
2024
Q4 		$40.9K Buy
541
+132
+32% +$7.69K 0.01% 122
2024
Q3 		$15.2K Hold
409
– – 0.01% 160
2024
Q2 		$10.4K Hold
409
– – ﹤0.01% 172
2024
Q1 		$9.41K Hold
409
– – ﹤0.01% 185
2023
Q4 		$7.02K Hold
409
– – ﹤0.01% 190
2023
Q3 		$6.54K Hold
409
– – ﹤0.01% 193
2023
Q2 		$6.27K Hold
409
– – ﹤0.01% 193
2023
Q1 		$3.46K Hold
409
– – ﹤0.01% 229
2022
Q4 		$2.63K Buy
+409
New +$3.1K ﹤0.01% 254

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

Global Wealth Strategies & Associates's PLTR Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Palantir (PLTR) in Q3 2026: 1,222 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in PLTR as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in PLTR in Q4 2022 and has held it in 15 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Global Wealth Strategies & Associates held 1,222 shares of Palantir worth $229K as of Q3 2026.
  • Palantir was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Palantir made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #101 holding.
  • Global Wealth Strategies & Associates first reported a position in Palantir in Q4 2022 and has held it in 15 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.