Green Ridge Wealth Planning’s Palantir PLTR Stock Holding History

Green Ridge Wealth Planning’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	$274K	Buy	+1,466	New	+$234K	0.11%	73

Other funds holding PLTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return

Green Ridge Wealth Planning's PLTR Position: Q3 2026 in Review

Green Ridge Wealth Planning opened a new position in Palantir (PLTR) in Q3 2026: 1,466 shares worth $274K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings.

94 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Green Ridge Wealth Planning held 1,466 shares of Palantir worth $274K as of Q3 2026.
Palantir was a new Green Ridge Wealth Planning position in Q3 2026.
Palantir made up 0.11% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #73 holding.
94 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.