Merit Financial Group’s Palantir PLTR Stock Holding History

Merit Financial Group’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	$24.3M	Sell	165,793 -13,013	-7%	-$1.99M	0.18%	97
2025 Q4	$31.8M	Buy	178,806 +18,244	+11%	+$3.3M	0.26%	72
2025 Q3	$29.3M	Buy	160,562 +7,140	+5%	+$1.16M	0.27%	74
2025 Q2	$20.9M	Buy	153,422 +16,336	+12%	+$1.92M	0.23%	79
2025 Q1	$11.6M	Sell	137,086 -14,975	-10%	-$1.32M	0.17%	99
2024 Q4	$11.5M	Buy	152,061 +38,260	+34%	+$2.23M	0.21%	88
2024 Q3	$4.23M	Sell	113,801 -3,136	-3%	-$96.2K	0.09%	164
2024 Q2	$2.96M	Sell	116,937 -25,102	-18%	-$565K	0.07%	221
2024 Q1	$3.31M	Buy	142,039 +6,694	+5%	+$143K	0.08%	195
2023 Q4	$2.32M	Buy	135,345 +2,596	+2%	+$46.2K	0.07%	179
2023 Q3	$2.12M	Sell	132,749 -2,340	-2%	-$37.3K	0.07%	209
2023 Q2	$2.07M	Buy	135,089 +33,992	+34%	+$386K	0.07%	218
2023 Q1	$854K	Buy	101,097 +779	+0.8%	+$6.1K	0.03%	310
2022 Q4	$644K	Sell	100,318 -50	-0%	-$379	0.02%	373
2022 Q3	$816K	Buy	100,368 +12,811	+15%	+$114K	0.04%	285
2022 Q2	$794K	Hold	87,557	–	–	0.03%	288
2022 Q1	$1.2M	Buy	+87,557	New	+$1.17M	0.07%	139
2021 Q4	–	Sell	-22,499	Closed	-$541K	–	287
2021 Q3	$541K	Buy	+22,499	New	+$549K	0.06%	150

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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