Octavia Wealth Advisors’s Palantir PLTR Stock Holding History

Octavia Wealth Advisors’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 Q2	$2.55M	Buy	21,878 +198	+0.9%	+$27K	0.22%	42
2026 Q1	$3.17M	Buy	21,680 +27	+0.1%	+$4.13K	0.3%	37
2025 Q4	$3.84M	Sell	21,653 -1,145	-5%	-$207K	0.37%	36
2025 Q3	$4.16M	Sell	22,798 -82	-0.4%	-$13.3K	0.41%	33
2025 Q2	$3.12M	Buy	22,880 +270	+1%	+$31.7K	0.35%	38
2025 Q1	$1.91M	Buy	22,610 +143	+0.6%	+$12.6K	0.23%	48
2024 Q4	$1.7M	Sell	22,467 -255	-1%	-$14.9K	0.21%	53
2024 Q3	$845K	Buy	22,722 +3,987	+21%	+$122K	0.1%	81
2024 Q2	$475K	Buy	+18,735	New	+$422K	0.06%	120
2023 Q4	–	Sell	-13,264	Closed	-$212K	–	231
2023 Q3	$212K	Sell	13,264 -2,482	-16%	-$39.5K	0.04%	184
2023 Q2	$241K	Buy	15,746 +3,077	+24%	+$35K	0.05%	167
2023 Q1	$107K	Buy	12,669 +250	+2%	+$1.96K	0.02%	181
2022 Q4	$79.7K	Buy	12,419 +160	+1%	+$1.21K	0.02%	178
2022 Q3	$100K	Buy	+12,259	New	+$109K	0.03%	170
2022 Q2	–	Sell	-11,200	Closed	-$154K	–	184
2022 Q1	$154K	Buy	+11,200	New	+$149K	0.03%	186

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return