Lord & Richards Wealth Management’s Palantir PLTR Stock Holding History

Lord & Richards Wealth 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
2025 Q4	–	Sell	-1,100	Closed	-$201K	–	52
2025 Q3	$201K	Buy	+1,100	New	+$178K	0.18%	51

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord & Richards Wealth Management's PLTR Position: Q4 2025 in Review

Lord & Richards Wealth Management sold out of Palantir (PLTR) in Q4 2025, closing a stake of 1,100 shares — an estimated $201K sold.

Lord & Richards Wealth Management first reported a position in PLTR in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 3,045 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

Lord & Richards Wealth Management reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 1,100 Palantir shares in Q4 2025, an estimated $201K.
Lord & Richards Wealth Management first reported a position in Palantir in Q3 2025 and held it in 1 quarter.
Lord & Richards Wealth Management's Palantir position peaked at $201K in Q3 2025.
3,045 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.