Herold Advisors’s Palantir PLTR Stock Holding History

Herold 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
2026 Q3	$458K	Sell	2,446 -298	-11%	-$47.5K	0.09%	184
2026 Q2	$320K	Buy	2,744 +100	+4%	+$13.6K	0.06%	219
2026 Q1	$387K	Buy	2,644 +81	+3%	+$12.4K	0.08%	192
2025 Q4	$456K	Buy	2,563 +50	+2%	+$9.05K	0.1%	175
2025 Q3	$458K	Sell	2,513 -50	-2%	-$8.1K	0.11%	165
2025 Q2	$349K	Buy	+2,563	New	+$301K	0.07%	216
2022 Q2	–	Sell	-2,550	Closed	-$35K	–	543
2022 Q1	$35K	Buy	+2,550	New	+$34K	0.01%	428
2021 Q4	–	Sell	-8,750	Closed	-$210K	–	529
2021 Q3	$210K	Buy	+8,750	New	+$213K	0.08%	192

Other funds holding PLTR

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Herold Advisors's PLTR Position: Q3 2026 in Review

Herold Advisors reduced its Palantir (PLTR) stake by 11% in Q3 2026, selling an estimated $47.5K and leaving 2,446 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #184.

Herold Advisors first reported a position in PLTR in Q3 2021 and has held it in 8 quarters since. The position peaked at $458K in Q3 2025. 721 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Herold Advisors held 2,446 shares of Palantir worth $458K as of Q3 2026.
Herold Advisors sold 298 Palantir shares in Q3 2026, an estimated $47.5K.
Palantir made up 0.09% of Herold Advisors's portfolio in Q3 2026, its #184 holding.
Herold Advisors first reported a position in Palantir in Q3 2021 and has held it in 8 quarters since.
Herold Advisors's Palantir position peaked at $458K in Q3 2025.
721 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.