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Optimum Investment Advisors’s Palantir PLTR Stock Holding History

Optimum Investment 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
2025
Q3 		$240K Hold
1,314
– – 0.1% 174
2025
Q2 		$179K Hold
1,314
– – 0.08% 190
2025
Q1 		$111K Sell
1,314
-17,188
-93% -$1.51M 0.05% 228
2024
Q4 		$1.4M Sell
18,502
-2,900
-14% -$169K 0.62% 32
2024
Q3 		$796K Hold
21,402
– – 0.34% 64
2024
Q2 		$542K Buy
21,402
+100
+0.5% +$2.25K 0.24% 86
2024
Q1 		$490K Buy
21,302
+400
+2% +$8.52K 0.23% 100
2023
Q4 		$359K Buy
20,902
+1,000
+5% +$17.8K 0.18% 117
2023
Q3 		$318K Buy
19,902
+5,138
+35% +$81.8K 0.16% 137
2023
Q2 		$226K Buy
14,764
+11,900
+416% +$135K 0.11% 172
2023
Q1 		$24.2K Sell
2,864
-1,000
-26% -$7.83K 0.01% 457
2022
Q4 		$24.8K Hold
3,864
– – 0.01% 460
2022
Q3 		$31K Hold
3,864
– – 0.02% 445
2022
Q2 		$35K Buy
3,864
+100
+3% +$988 0.02% 450
2022
Q1 		$52K Hold
3,764
– – 0.02% 424
2021
Q4 		$69K Buy
3,764
+200
+6% +$4.42K 0.03% 401
2021
Q3 		$86K Sell
3,564
-4,500
-56% -$110K 0.04% 356
2021
Q2 		$213K Buy
8,064
+2,564
+47% +$59.3K 0.07% 252
2021
Q1 		$128K Buy
5,500
+1,400
+34% +$38.4K 0.04% 333
2020
Q4 		$97K Buy
+4,100
New +$73.3K 0.03% 352

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

Optimum Investment Advisors's PLTR Position: Q3 2025 in Review

Optimum Investment Advisors held its Palantir (PLTR) position steady in Q3 2025 at 1,314 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #174.

Optimum Investment Advisors first reported a position in PLTR in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.4M in Q4 2024. 2,832 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Optimum Investment Advisors held 1,314 shares of Palantir worth $240K as of Q3 2025.
  • Optimum Investment Advisors left its Palantir share count unchanged in Q3 2025.
  • Palantir made up 0.1% of Optimum Investment Advisors's portfolio in Q3 2025, its #174 holding.
  • Optimum Investment Advisors first reported a position in Palantir in Q4 2020 and has held it in 20 quarters since.
  • Optimum Investment Advisors's Palantir position peaked at $1.4M in Q4 2024.
  • 2,832 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.