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Instrumental Wealth’s Palantir PLTR Stock Holding History

Instrumental Wealth’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 		$293K Buy
+1,566
New +$250K 0.14% 62
2026
Q2 		– Sell
-1,623
Closed -$237K – 93
2026
Q1 		$237K Sell
1,623
-133
-8% -$20.3K 0.15% 60
2025
Q4 		$239K Buy
1,756
+332
+23% +$60.1K 0.14% 57
2025
Q3 		$277K Buy
+1,424
New +$231K 0.19% 53

Other funds holding PLTR

UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Instrumental Wealth's PLTR Position: Q3 2026 in Review

Instrumental Wealth opened a new position in Palantir (PLTR) in Q3 2026: 1,566 shares worth $293K. The stake represents 0.14% of the portfolio and ranks #62 among its holdings. This is a return to the name: Instrumental Wealth previously reported a position in PLTR as recently as Q1 2026.

Instrumental Wealth first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. 643 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Instrumental Wealth held 1,566 shares of Palantir worth $293K as of Q3 2026.
  • Palantir was a new Instrumental Wealth position in Q3 2026.
  • Palantir made up 0.14% of Instrumental Wealth's portfolio in Q3 2026, its #62 holding.
  • Instrumental Wealth first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • 643 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.