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Legacy Wealth Asset Management’s Palantir PLTR Stock Holding History

Legacy Wealth Asset Management’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 		$1.21M Sell
6,480
-905
-12% -$144K 0.27% 108
2026
Q2 		$862K Buy
7,385
+84
+1% +$11.5K 0.19% 145
2026
Q1 		$1.07M Buy
7,301
+141
+2% +$21.6K 0.26% 111
2025
Q4 		$1.27M Buy
7,160
+133
+2% +$24.1K 0.31% 85
2025
Q3 		$1.28M Buy
+7,027
New +$1.14M 0.31% 89

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

Legacy Wealth Asset Management's PLTR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Palantir (PLTR) stake by 12% in Q3 2026, selling an estimated $144K and leaving 6,480 shares worth $1.21M. The position accounts for 0.27% of the portfolio, ranked #108.

Legacy Wealth Asset Management first reported a position in PLTR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q3 2025. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Legacy Wealth Asset Management held 6,480 shares of Palantir worth $1.21M as of Q3 2026.
  • Legacy Wealth Asset Management sold 905 Palantir shares in Q3 2026, an estimated $144K.
  • Palantir made up 0.27% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #108 holding.
  • Legacy Wealth Asset Management first reported a position in Palantir in Q3 2025 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's Palantir position peaked at $1.28M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.