Heffernan Advisory
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Heffernan Advisory’s Palantir PLTR Stock Holding History

Heffernan 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 		$254K Buy
+1,360
New +$217K 0.17% 46
2026
Q1 		– Sell
-1,360
Closed -$242K – 28
2025
Q4 		$242K Buy
+1,360
New +$246K 0.23% 22

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Heffernan Advisory's PLTR Position: Q3 2026 in Review

Heffernan Advisory opened a new position in Palantir (PLTR) in Q3 2026: 1,360 shares worth $254K. The stake represents 0.17% of the portfolio and ranks #46 among its holdings. This is a return to the name: Heffernan Advisory previously reported a position in PLTR as recently as Q4 2025.

Heffernan Advisory first reported a position in PLTR in Q4 2025 and has held it in 2 quarters since. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Heffernan Advisory held 1,360 shares of Palantir worth $254K as of Q3 2026.
  • Palantir was a new Heffernan Advisory position in Q3 2026.
  • Palantir made up 0.17% of Heffernan Advisory's portfolio in Q3 2026, its #46 holding.
  • Heffernan Advisory first reported a position in Palantir in Q4 2025 and has held it in 2 quarters since.
  • 1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

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