Intellectus Partners’s Palantir PLTR Stock Holding History

Intellectus Partners’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	$8.29M	Sell	56,645 -86	-0.2%	-$13.1K	1.69%	10
2025 Q4	$10.1M	Sell	56,731 -1,250	-2%	-$226K	1.95%	9
2025 Q3	$10.6M	Sell	57,981 -4,425	-7%	-$717K	2.05%	8
2025 Q2	$8.51M	Sell	62,406 -5,493	-8%	-$644K	1.84%	9
2025 Q1	$5.73M	Sell	67,899 -6,745	-9%	-$592K	1.41%	9
2024 Q4	$5.65M	Sell	74,644 -6,250	-8%	-$364K	1.25%	12
2024 Q3	$3.01M	Sell	80,894 -1,375	-2%	-$42.2K	0.77%	27
2024 Q2	$2.08M	Buy	82,269 +16,650	+25%	+$375K	0.57%	45
2024 Q1	$1.51M	Buy	65,619 +2,300	+4%	+$49K	0.4%	73
2023 Q4	$1.09M	Buy	63,319 +8,000	+14%	+$142K	0.31%	91
2023 Q3	$885K	Sell	55,319 -673	-1%	-$10.7K	0.28%	103
2023 Q2	$858K	Buy	55,992 +6,623	+13%	+$75.3K	0.26%	116
2023 Q1	$417K	Buy	49,369 +24,944	+102%	+$195K	0.13%	182
2022 Q4	$157K	Buy	24,425 +6,500	+36%	+$49.3K	0.05%	238
2022 Q3	$146K	Buy	17,925 +2,500	+16%	+$22.2K	0.05%	238
2022 Q2	$140K	Buy	+15,425	New	+$152K	0.05%	232
2021 Q1	–	Sell	-10,000	Closed	-$236K	–	259
2020 Q4	$236K	Buy	+10,000	New	+$179K	0.07%	214

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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