HB Wealth Management’s Palantir PLTR Stock Holding History

HB 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 Q1	$14.1M	Buy	96,614 +7,666	+9%	+$1.17M	0.09%	114
2025 Q4	$15.8M	Buy	88,948 +12,253	+16%	+$2.22M	0.1%	105
2025 Q3	$14M	Buy	76,695 +14,654	+24%	+$2.37M	0.1%	117
2025 Q2	$8.46M	Buy	62,041 +149	+0.2%	+$17.5K	0.07%	158
2025 Q1	$5.22M	Buy	61,892 +9,822	+19%	+$863K	0.04%	223
2024 Q4	$3.96M	Buy	52,070 +11,179	+27%	+$651K	0.04%	188
2024 Q3	$1.52M	Buy	40,891 +9,358	+30%	+$287K	0.02%	313
2024 Q2	$799K	Buy	31,533 +7,375	+31%	+$166K	0.01%	416
2024 Q1	$556K	Sell	24,158 -1,118	-4%	-$23.8K	0.01%	469
2023 Q4	$434K	Sell	25,276 -13,794	-35%	-$246K	0.01%	499
2023 Q3	$625K	Buy	+39,070	New	+$622K	0.01%	383
2023 Q1	–	Sell	-11,186	Closed	-$71.8K	–	734
2022 Q4	$71.8K	Buy	+11,186	New	+$84.8K	﹤0.01%	667

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return