High Net Worth Advisory Group’s Palantir PLTR Stock Holding History

High Net Worth Advisory Group’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	-1,100	Closed	-$201K	–	246
2025 Q3	$201K	Buy	+1,100	New	+$178K	0.05%	231
2024 Q3	–	Sell	-7,900	Closed	-$200K	–	229
2024 Q2	$200K	Sell	7,900 -1,000	-11%	-$22.5K	0.06%	212
2024 Q1	$205K	Buy	+8,900	New	+$190K	0.06%	208
2022 Q1	–	Sell	-300	Closed	-$5K	–	715
2021 Q4	$5K	Buy	+300	New	+$6.63K	﹤0.01%	606

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

High Net Worth Advisory Group's PLTR Position: Q4 2025 in Review

High Net Worth Advisory Group sold out of Palantir (PLTR) in Q4 2025, closing a stake of 1,100 shares — an estimated $201K sold.

High Net Worth Advisory Group first reported a position in PLTR in Q4 2021 and held it in 4 quarters. The position peaked at $205K in Q1 2024. 3,044 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

High Net Worth Advisory Group reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
High Net Worth Advisory Group sold 1,100 Palantir shares in Q4 2025, an estimated $201K.
High Net Worth Advisory Group first reported a position in Palantir in Q4 2021 and held it in 4 quarters.
High Net Worth Advisory Group's Palantir position peaked at $205K in Q1 2024.
3,044 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on High Net Worth Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.