Oxford Financial Group’s Palantir PLTR Stock Holding History

Oxford Financial Group’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 Q2	–	Sell	-2,505	Closed	-$211K	–	266
2025 Q1	$211K	Buy	+2,505	New	+$220K	0.01%	204

Other funds holding PLTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxford Financial Group's PLTR Position: Q2 2025 in Review

Oxford Financial Group sold out of Palantir (PLTR) in Q2 2025, closing a stake of 2,505 shares — an estimated $211K sold.

Oxford Financial Group first reported a position in PLTR in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 2,606 funds tracked by Wall St. Rank hold PLTR as of Q2 2025.

Oxford Financial Group reported no remaining Palantir position as of Q2 2025 after selling out during the quarter.
Oxford Financial Group sold 2,505 Palantir shares in Q2 2025, an estimated $211K.
Oxford Financial Group first reported a position in Palantir in Q1 2025 and held it in 1 quarter.
Oxford Financial Group's Palantir position peaked at $211K in Q1 2025.
2,606 funds tracked by Wall St. Rank held Palantir as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.