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Mindset Wealth Management’s Palantir PLTR Stock Holding History

Mindset 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
Q3 		$3M Sell
16,030
-390
-2% -$62.2K 0.53% 16
2026
Q2 		$1.92M Buy
16,420
+3,734
+29% +$509K 0.37% 27
2026
Q1 		$1.86M Sell
12,686
-9
-0.1% -$1.38K 0.5% 21
2025
Q4 		$2.26M Buy
12,695
+1,024
+9% +$185K 0.59% 15
2025
Q3 		$2.13M Buy
11,671
+7,195
+161% +$1.17M 0.58% 13
2025
Q2 		$610K Buy
4,476
+1,533
+52% +$180K 0.2% 61
2025
Q1 		$248K Buy
+2,943
New +$258K 0.1% 115

Other funds holding PLTR

UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mindset Wealth Management's PLTR Position: Q3 2026 in Review

Mindset Wealth Management reduced its Palantir (PLTR) stake by 2.4% in Q3 2026, selling an estimated $62.2K and leaving 16,030 shares worth $3M. The position accounts for 0.53% of the portfolio, ranked #16.

Mindset Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 7 quarters since. 633 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Mindset Wealth Management held 16,030 shares of Palantir worth $3M as of Q3 2026.
  • Mindset Wealth Management sold 390 Palantir shares in Q3 2026, an estimated $62.2K.
  • Palantir made up 0.53% of Mindset Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Mindset Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 7 quarters since.
  • 633 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.