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Summit Wealth Group, LLC/OK’s Palantir PLTR Stock Holding History

Summit Wealth Group, LLC/OK’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 		$301K Sell
1,610
-152
-9% -$24.2K 0.51% 41
2026
Q2 		$206K Hold
1,762
– – 0.27% 61
2026
Q1 		$258K Sell
1,762
-543
-24% -$83K 0.36% 48
2025
Q4 		$410K Buy
+2,305
New +$417K 0.42% 43

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Wealth Group, LLC/OK's PLTR Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Palantir (PLTR) stake by 8.6% in Q3 2026, selling an estimated $24.2K and leaving 1,610 shares worth $301K. The position accounts for 0.51% of the portfolio, ranked #41.

Summit Wealth Group, LLC/OK first reported a position in PLTR in Q4 2025 and has held it in 4 quarters since. The position peaked at $410K in Q4 2025. 2,074 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,610 shares of Palantir worth $301K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 152 Palantir shares in Q3 2026, an estimated $24.2K.
  • Palantir made up 0.51% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #41 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Palantir in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Palantir position peaked at $410K in Q4 2025.
  • 2,074 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.