Morningstar Investment Services’s Palantir PLTR Stock Holding History

Morningstar Investment Services’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
2024 Q4	–	Sell	-10,250	Closed	-$378K	–	334
2024 Q3	$378K	Buy	+10,250	New	+$315K	﹤0.01%	311

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Services's PLTR Position: Q4 2024 in Review

Morningstar Investment Services sold out of Palantir (PLTR) in Q4 2024, closing a stake of 10,250 shares — an estimated $378K sold.

Morningstar Investment Services first reported a position in PLTR in Q3 2024 and held it in 1 quarter. The position peaked at $378K in Q3 2024. 2,016 funds tracked by Wall St. Rank hold PLTR as of Q4 2024.

Morningstar Investment Services reported no remaining Palantir position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 10,250 Palantir shares in Q4 2024, an estimated $378K.
Morningstar Investment Services first reported a position in Palantir in Q3 2024 and held it in 1 quarter.
Morningstar Investment Services's Palantir position peaked at $378K in Q3 2024.
2,016 funds tracked by Wall St. Rank held Palantir as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.