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MWM
Meridian Wealth Management’s
Palantir
PLTR
Stock Holding History
Meridian 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
2026
Q1
$19.1M
Sell
130,559
-3,698
-3%
-$565K
0.68%
28
2025
Q4
$23.9M
Buy
134,257
+11,750
+10%
+$2.13M
0.84%
21
2025
Q3
$22.3M
Buy
122,507
+45,084
+58%
+$7.31M
0.86%
23
2025
Q2
$10.6M
Buy
77,423
+54,510
+238%
+$6.39M
0.45%
46
2025
Q1
$1.93M
Buy
22,913
+1,813
+9%
+$159K
0.09%
187
2024
Q4
$1.6M
Sell
21,100
-1,615
-7%
-$94.1K
0.08%
216
2024
Q3
$845K
Buy
22,715
+4,358
+24%
+$134K
0.04%
313
2024
Q2
$465K
Buy
+18,357
New
+$413K
0.06%
182
2024
Q1
–
Sell
-15,120
Closed
-$260K
–
413
2023
Q4
$260K
Sell
15,120
-256
-2%
-$4.56K
0.02%
525
2023
Q3
$246K
Buy
+15,376
New
+$245K
0.02%
479
2022
Q4
–
Sell
-11,189
Closed
-$91K
–
539
2022
Q3
$91K
Sell
11,189
-27
-0.2%
-$240
0.01%
473
2022
Q2
$102K
Buy
+11,216
New
+$111K
0.01%
539
2021
Q4
–
Sell
-13,642
Closed
-$328K
–
413
2021
Q3
$328K
Buy
13,642
+107
+0.8%
+$2.61K
0.04%
290
2021
Q2
$357K
Buy
13,535
+4,325
+47%
+$100K
0.05%
277
2021
Q1
$215K
Buy
+9,210
New
+$253K
0.03%
337
Other funds holding PLTR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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