MWM
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MGB Wealth Management’s Palantir PLTR Stock Holding History

MGB 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 		$1.73M Buy
9,709
+500
+5% +$90.5K 0.49% 46
2025
Q3 		$1.68M Buy
9,209
+1,949
+27% +$316K 0.47% 43
2025
Q2 		$988K Buy
7,260
+1,225
+20% +$144K 0.33% 74
2025
Q1 		$510K Buy
6,035
+2,365
+64% +$208K 0.18% 121
2024
Q4 		$278K Buy
+3,670
New +$214K 0.09% 162

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MGB Wealth Management's PLTR Position: Q4 2025 in Review

MGB Wealth Management increased its Palantir (PLTR) stake by 5.4% in Q4 2025, buying an estimated $90.5K and bringing the position to 9,709 shares worth $1.73M. The position accounts for 0.49% of the portfolio, ranked #46.

MGB Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 5 quarters since. 3,045 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

  • MGB Wealth Management held 9,709 shares of Palantir worth $1.73M as of Q4 2025.
  • MGB Wealth Management bought 500 Palantir shares in Q4 2025, an estimated $90.5K.
  • Palantir made up 0.49% of MGB Wealth Management's portfolio in Q4 2025, its #46 holding.
  • MGB Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 5 quarters since.
  • 3,045 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.