Marcum Wealth’s Palantir PLTR Stock Holding History

Marcum Wealth’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 Q1	$230K	Sell	2,723 -305	-10%	-$26.8K	0.02%	342
2024 Q4	$229K	Buy	+3,028	New	+$176K	0.02%	335

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marcum Wealth's PLTR Position: Q1 2025 in Review

Marcum Wealth reduced its Palantir (PLTR) stake by 10% in Q1 2025, selling an estimated $26.8K and leaving 2,723 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #342.

Marcum Wealth first reported a position in PLTR in Q4 2024 and has held it in 2 quarters since. 2,191 funds tracked by Wall St. Rank hold PLTR as of Q1 2025.

Marcum Wealth held 2,723 shares of Palantir worth $230K as of Q1 2025.
Marcum Wealth sold 305 Palantir shares in Q1 2025, an estimated $26.8K.
Palantir made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #342 holding.
Marcum Wealth first reported a position in Palantir in Q4 2024 and has held it in 2 quarters since.
2,191 funds tracked by Wall St. Rank held Palantir as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.