IWA
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IBEX Wealth Advisors’s Palantir PLTR Stock Holding History

IBEX 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
2026
Q1 		$26.7M Sell
182,544
-6,900
-4% -$1.05M 2.49% 5
2025
Q4 		$33.7M Sell
189,444
-47,029
-20% -$8.51M 3.3% 4
2025
Q3 		$43.1M Buy
236,473
+410
+0.2% +$66.4K 4.13% 3
2025
Q2 		$32.2M Buy
236,063
+49,724
+27% +$5.83M 3.43% 4
2025
Q1 		$15.7M Buy
186,339
+8,938
+5% +$785K 2.08% 11
2024
Q4 		$13.4M Buy
+177,401
New +$10.3M 1.58% 11
2024
Q3 		– Sell
-167,210
Closed -$4.24M – 227
2024
Q2 		$4.24M Buy
+167,210
New +$3.77M 0.66% 46
2021
Q4 		– Sell
-2,178
Closed -$52K – 371
2021
Q3 		$52K Buy
+2,178
New +$53.1K 0.01% 267

Other funds holding PLTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
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