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Montz Harcus Wealth Management’s Palantir PLTR Stock Holding History

Montz Harcus 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 		$416K Buy
2,224
+21
+1% +$3.35K 0.15% 59
2026
Q2 		$257K Buy
2,203
+30
+1% +$4.09K 0.09% 83
2026
Q1 		$318K Sell
2,173
-31
-1% -$4.74K 0.13% 65
2025
Q4 		$392K Sell
2,204
-185
-8% -$33.5K 0.16% 58
2025
Q3 		$436K Buy
2,389
+398
+20% +$64.5K 0.19% 48
2025
Q2 		$271K Buy
+1,991
New +$234K 0.13% 67

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Montz Harcus Wealth Management's PLTR Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Palantir (PLTR) stake by 0.95% in Q3 2026, buying an estimated $3.35K and bringing the position to 2,224 shares worth $416K. The position accounts for 0.15% of the portfolio, ranked #59.

Montz Harcus Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $436K in Q3 2025. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Montz Harcus Wealth Management held 2,224 shares of Palantir worth $416K as of Q3 2026.
  • Montz Harcus Wealth Management bought 21 Palantir shares in Q3 2026, an estimated $3.35K.
  • Palantir made up 0.15% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Montz Harcus Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • Montz Harcus Wealth Management's Palantir position peaked at $436K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.