Life Planning Partners
PLTR icon

Life Planning Partners’s Palantir PLTR Stock Holding History

Life Planning 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
Q3 		$380K Sell
2,034
-109
-5% -$17.4K 0.3% 52
2026
Q2 		$250K Buy
2,143
+95
+5% +$13K 0.19% 65
2026
Q1 		$300K Sell
2,048
-4
-0.2% -$612 0.23% 57
2025
Q4 		$365K Sell
2,052
-147
-7% -$26.6K 0.28% 53
2025
Q3 		$401K Hold
2,199
– – 0.29% 51
2025
Q2 		$300K Buy
+2,199
New +$258K 0.24% 54

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Life Planning Partners's PLTR Position: Q3 2026 in Review

Life Planning Partners reduced its Palantir (PLTR) stake by 5.1% in Q3 2026, selling an estimated $17.4K and leaving 2,034 shares worth $380K. The position accounts for 0.3% of the portfolio, ranked #52.

Life Planning Partners first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $401K in Q3 2025. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Life Planning Partners held 2,034 shares of Palantir worth $380K as of Q3 2026.
  • Life Planning Partners sold 109 Palantir shares in Q3 2026, an estimated $17.4K.
  • Palantir made up 0.3% of Life Planning Partners's portfolio in Q3 2026, its #52 holding.
  • Life Planning Partners first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • Life Planning Partners's Palantir position peaked at $401K in Q3 2025.
  • 2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.