IVC Wealth Advisors
PLTR icon

IVC Wealth Advisors’s Palantir PLTR Stock Holding History

IVC 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
Q3 		$600K Buy
3,209
+174
+6% +$27.7K 0.24% 73
2026
Q2 		$354K Sell
3,035
-75
-2% -$10.2K 0.14% 119
2026
Q1 		$455K Sell
3,110
-215
-6% -$32.9K 0.2% 91
2025
Q4 		$591K Sell
3,325
-506
-13% -$91.6K 0.26% 76
2025
Q3 		$699K Buy
3,831
+156
+4% +$25.3K 0.31% 63
2025
Q2 		$501K Buy
+3,675
New +$431K 0.24% 77
2025
Q1 		– Sell
-3,280
Closed -$248K – 164
2024
Q4 		$248K Buy
+3,280
New +$191K 0.14% 134

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IVC Wealth Advisors's PLTR Position: Q3 2026 in Review

IVC Wealth Advisors increased its Palantir (PLTR) stake by 5.7% in Q3 2026, buying an estimated $27.7K and bringing the position to 3,209 shares worth $600K. The position accounts for 0.24% of the portfolio, ranked #73.

IVC Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $699K in Q3 2025. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • IVC Wealth Advisors held 3,209 shares of Palantir worth $600K as of Q3 2026.
  • IVC Wealth Advisors bought 174 Palantir shares in Q3 2026, an estimated $27.7K.
  • Palantir made up 0.24% of IVC Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • IVC Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • IVC Wealth Advisors's Palantir position peaked at $699K in Q3 2025.
  • 1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.