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MorganRosel Wealth Management’s Palantir PLTR Stock Holding History

MorganRosel 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
Q3 		– Sell
-270
Closed -$36.8K – 288
2025
Q2 		$36.8K Hold
270
– – 0.01% 198
2025
Q1 		$22.8K Buy
+270
New +$23.7K 0.01% 213

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MorganRosel Wealth Management's PLTR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Palantir (PLTR) in Q3 2025, closing a stake of 270 shares — an estimated $36.8K sold.

MorganRosel Wealth Management first reported a position in PLTR in Q1 2025 and held it in 2 quarters. The position peaked at $36.8K in Q2 2025. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 270 Palantir shares in Q3 2025, an estimated $36.8K.
  • MorganRosel Wealth Management first reported a position in Palantir in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Palantir position peaked at $36.8K in Q2 2025.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.