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Insight Wealth Strategies’s Palantir PLTR Stock Holding History

Insight Wealth Strategies’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 		$911K Sell
4,871
-126
-3% -$20.1K 0.09% 108
2026
Q2 		$628K Sell
4,997
-22,461
-82% -$3.06M 0.06% 117
2026
Q1 		$4.02M Buy
27,458
+376
+1% +$57.5K 0.45% 74
2025
Q4 		$4.81M Sell
27,082
-8,532
-24% -$1.54M 0.55% 56
2025
Q3 		$6.5M Sell
35,614
-4,304
-11% -$698K 0.77% 34
2025
Q2 		$5.22M Sell
39,918
-2,326
-6% -$273K 0.66% 37
2025
Q1 		$3.57M Sell
42,244
-32,109
-43% -$2.82M 0.48% 64
2024
Q4 		$5.62M Sell
74,353
-10,648
-13% -$620K 0.75% 31
2024
Q3 		$3.16M Sell
85,001
-11,845
-12% -$364K 0.42% 66
2024
Q2 		$2.45M Buy
96,846
+1,969
+2% +$44.3K 0.35% 67
2024
Q1 		$2.18M Sell
94,877
-5,614
-6% -$120K 0.32% 73
2023
Q4 		$1.73M Buy
100,491
+7,617
+8% +$136K 0.28% 90
2023
Q3 		$1.49M Buy
+92,874
New +$1.48M 0.29% 76

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Insight Wealth Strategies's PLTR Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Palantir (PLTR) stake by 2.5% in Q3 2026, selling an estimated $20.1K and leaving 4,871 shares worth $911K. The position accounts for 0.09% of the portfolio, ranked #108.

Insight Wealth Strategies first reported a position in PLTR in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.5M in Q3 2025. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Insight Wealth Strategies held 4,871 shares of Palantir worth $911K as of Q3 2026.
  • Insight Wealth Strategies sold 126 Palantir shares in Q3 2026, an estimated $20.1K.
  • Palantir made up 0.09% of Insight Wealth Strategies's portfolio in Q3 2026, its #108 holding.
  • Insight Wealth Strategies first reported a position in Palantir in Q3 2023 and has held it in 13 quarters since.
  • Insight Wealth Strategies's Palantir position peaked at $6.5M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.