HOWA
PLTR icon

Heritage Oak Wealth Advisors’s Palantir PLTR Stock Holding History

Heritage Oak Wealth Advisors’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
2025
Q4 		– Sell
-2,186
Closed -$399K – 95
2025
Q3 		$399K Buy
+2,186
New +$354K 0.14% 56
2024
Q4 		– Sell
-7,948
Closed -$296K – 150
2024
Q3 		$296K Buy
+7,948
New +$244K 0.14% 108

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Oak Wealth Advisors's PLTR Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of Palantir (PLTR) in Q4 2025, closing a stake of 2,186 shares — an estimated $399K sold.

Heritage Oak Wealth Advisors first reported a position in PLTR in Q3 2024 and held it in 2 quarters. The position peaked at $399K in Q3 2025. 3,056 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

  • Heritage Oak Wealth Advisors reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,186 Palantir shares in Q4 2025, an estimated $399K.
  • Heritage Oak Wealth Advisors first reported a position in Palantir in Q3 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Palantir position peaked at $399K in Q3 2025.
  • 3,056 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.