Palo Alto Wealth Advisors’s Palantir PLTR Stock Holding History

Palo Alto 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 Q3	$1.02M	Sell	5,343 -472	-8%	-$76.5K	0.3%	24
2025 Q2	$793K	Buy	5,815 +24	+0.4%	+$2.81K	0.3%	25
2025 Q1	$742K	Buy	5,791 +1,530	+36%	+$134K	0.29%	25
2024 Q4	$322K	Buy	+4,261	New	+$248K	0.11%	41
2023 Q3	–	Sell	-54,448	Closed	-$835K	–	40
2023 Q2	$835K	Sell	54,448 -240,000	-82%	-$2.73M	0.67%	18
2023 Q1	$2.49M	Sell	294,448 -240,000	-45%	-$1.88M	1.99%	15
2022 Q4	$3.43M	Buy	+534,448	New	+$4.05M	2.92%	13

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palo Alto Wealth Advisors's PLTR Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its Palantir (PLTR) stake by 8.1% in Q3 2025, selling an estimated $76.5K and leaving 5,343 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #24.

Palo Alto Wealth Advisors first reported a position in PLTR in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.43M in Q4 2022. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

Palo Alto Wealth Advisors held 5,343 shares of Palantir worth $1.02M as of Q3 2025.
Palo Alto Wealth Advisors sold 472 Palantir shares in Q3 2025, an estimated $76.5K.
Palantir made up 0.3% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #24 holding.
Palo Alto Wealth Advisors first reported a position in Palantir in Q4 2022 and has held it in 7 quarters since.
Palo Alto Wealth Advisors's Palantir position peaked at $3.43M in Q4 2022.
2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.