GoalVest Advisory’s Palantir PLTR Stock Holding History

GoalVest Advisory’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	$529K	Sell	2,830 -58	-2%	-$9.24K	0.09%	87
2026 Q2	$337K	Sell	2,888 -33,549	-92%	-$4.58M	0.06%	99
2026 Q1	$5.33M	Sell	36,437 -9,786	-21%	-$1.5M	1.04%	15
2025 Q4	$8.22M	Sell	46,223 -45	-0.1%	-$8.15K	1.57%	10
2025 Q3	$8.44M	Buy	46,268 +1	+0%	+$162	1.79%	7
2025 Q2	$6.31M	Sell	46,267 -5,722	-11%	-$671K	1.56%	7
2025 Q1	$4.39M	Sell	51,989 -1,360	-3%	-$119K	1.21%	12
2024 Q4	$4.03M	Hold	53,349	–	–	1.11%	13
2024 Q3	$1.98M	Sell	53,349 -200	-0.4%	-$6.14K	0.57%	28
2024 Q2	$1.36M	Buy	53,549 +2,000	+4%	+$45K	0.43%	37
2024 Q1	$1.19M	Buy	+51,549	New	+$1.1M	0.4%	47
2023 Q4	–	Sell	-600	Closed	-$9.6K	–	462
2023 Q3	$9.6K	Buy	+600	New	+$9.6K	﹤0.01%	292

Other funds holding PLTR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

GoalVest Advisory's PLTR Position: Q3 2026 in Review

GoalVest Advisory reduced its Palantir (PLTR) stake by 2% in Q3 2026, selling an estimated $9.24K and leaving 2,830 shares worth $529K. The position accounts for 0.09% of the portfolio, ranked #87.

GoalVest Advisory first reported a position in PLTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.44M in Q3 2025. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

GoalVest Advisory held 2,830 shares of Palantir worth $529K as of Q3 2026.
GoalVest Advisory sold 58 Palantir shares in Q3 2026, an estimated $9.24K.
Palantir made up 0.09% of GoalVest Advisory's portfolio in Q3 2026, its #87 holding.
GoalVest Advisory first reported a position in Palantir in Q3 2023 and has held it in 12 quarters since.
GoalVest Advisory's Palantir position peaked at $8.44M in Q3 2025.
2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.