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Optivise Advisory Services’s Palantir PLTR Stock Holding History

Optivise Advisory 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
2025
Q3 		– Sell
-2,492
Closed -$340K – 237
2025
Q2 		$340K Sell
2,492
-810
-25% -$95K 0.17% 121
2025
Q1 		$279K Buy
+3,302
New +$290K 0.16% 134

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

Optivise Advisory Services's PLTR Position: Q3 2025 in Review

Optivise Advisory Services sold out of Palantir (PLTR) in Q3 2025, closing a stake of 2,492 shares — an estimated $340K sold.

Optivise Advisory Services first reported a position in PLTR in Q1 2025 and held it in 2 quarters. The position peaked at $340K in Q2 2025. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Optivise Advisory Services reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,492 Palantir shares in Q3 2025, an estimated $340K.
  • Optivise Advisory Services first reported a position in Palantir in Q1 2025 and held it in 2 quarters.
  • Optivise Advisory Services's Palantir position peaked at $340K in Q2 2025.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.