Pacific Capital Wealth Advisors’s Palantir PLTR Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-247	Closed	-$18.7K	–	298
2024 Q4	$18.7K	Hold	247	–	–	﹤0.01%	226
2024 Q3	$9.19K	Hold	247	–	–	﹤0.01%	306
2024 Q2	$6.26K	Buy	+247	New	+$5.56K	﹤0.01%	362

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacific Capital Wealth Advisors's PLTR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Palantir (PLTR) in Q1 2025, closing a stake of 247 shares — an estimated $18.7K sold.

Pacific Capital Wealth Advisors first reported a position in PLTR in Q2 2024 and held it in 3 quarters. The position peaked at $18.7K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold PLTR as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Palantir position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 247 Palantir shares in Q1 2025, an estimated $18.7K.
Pacific Capital Wealth Advisors first reported a position in Palantir in Q2 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's Palantir position peaked at $18.7K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Palantir as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.