Monterey Private Wealth’s Palantir PLTR Stock Holding History

Monterey Private 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	$227K	Buy	+2,692	New	+$236K	0.07%	116

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

Monterey Private Wealth's PLTR Position: Q1 2025 in Review

Monterey Private Wealth opened a new position in Palantir (PLTR) in Q1 2025: 2,692 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings.

2,190 funds tracked by Wall St. Rank hold PLTR as of Q1 2025.

Monterey Private Wealth held 2,692 shares of Palantir worth $227K as of Q1 2025.
Palantir was a new Monterey Private Wealth position in Q1 2025.
Palantir made up 0.07% of Monterey Private Wealth's portfolio in Q1 2025, its #116 holding.
2,190 funds tracked by Wall St. Rank held Palantir as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.