Parisi Gray Wealth Management
PLTR icon

Parisi Gray Wealth Management’s Palantir PLTR Stock Holding History

Parisi Gray Wealth Management’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
2026
Q3 		$21.8M Buy
116,517
+934
+0.8% +$149K 4.33% 5
2026
Q2 		$13.5M Sell
115,583
-3,591
-3% -$490K 2.77% 10
2026
Q1 		$17.4M Sell
119,174
-460
-0.4% -$70.3K 4.15% 6
2025
Q4 		$21.3M Buy
119,634
+7
+0% +$1.27K 4.83% 6
2025
Q3 		$21.8M Buy
119,627
+135
+0.1% +$21.9K 5.68% 4
2025
Q2 		$16.3M Sell
119,492
-276
-0.2% -$32.4K 4.67% 5
2025
Q1 		$10.1M Buy
119,768
+7,057
+6% +$620K 3.3% 8
2024
Q4 		$8.52M Sell
112,711
-14,266
-11% -$831K 2.71% 10
2024
Q3 		$4.72M Buy
126,977
+23,004
+22% +$706K 1.56% 20
2024
Q2 		$2.63M Buy
103,973
+5,138
+5% +$116K 0.94% 24
2024
Q1 		$2.27M Buy
98,835
+12,082
+14% +$257K 0.85% 25
2023
Q4 		$1.49M Buy
86,753
+2,095
+2% +$37.3K 0.6% 34
2023
Q3 		$1.35M Buy
84,658
+6,912
+9% +$110K 0.62% 36
2023
Q2 		$657K Hold
77,746
– – 0.3% 60
2023
Q1 		$657K Hold
77,746
– – 0.41% 45
2022
Q4 		$499K Hold
77,746
– – 0.25% 67
2022
Q3 		$632K Buy
77,746
+152
+0.2% +$1.35K 0.48% 42
2022
Q2 		$704K Sell
77,594
-332
-0.4% -$3.28K 0.37% 55
2022
Q1 		$1.07M Sell
77,926
-25,002
-24% -$333K 0.43% 50
2021
Q4 		$1.87M Buy
102,928
+80,000
+349% +$1.77M 0.7% 35
2021
Q3 		$558K Hold
22,928
– – 0.23% 77
2021
Q2 		$604K Hold
22,928
– – 0.22% 77
2021
Q1 		$534K Buy
22,928
+928
+4% +$25.5K 0.22% 77
2020
Q4 		$518K Buy
22,000
+1,000
+5% +$17.9K 0.23% 76
2020
Q3 		$200K Buy
+21,000
New +$200K 0.1% 107

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parisi Gray Wealth Management's PLTR Position: Q3 2026 in Review

Parisi Gray Wealth Management increased its Palantir (PLTR) stake by 0.81% in Q3 2026, buying an estimated $149K and bringing the position to 116,517 shares worth $21.8M. The position accounts for 4.33% of the portfolio, ranked #5.

Parisi Gray Wealth Management first reported a position in PLTR in Q3 2020 and has held it in 25 quarters since. The position peaked at $21.8M in Q3 2025. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Parisi Gray Wealth Management held 116,517 shares of Palantir worth $21.8M as of Q3 2026.
  • Parisi Gray Wealth Management bought 934 Palantir shares in Q3 2026, an estimated $149K.
  • Palantir made up 4.33% of Parisi Gray Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Parisi Gray Wealth Management first reported a position in Palantir in Q3 2020 and has held it in 25 quarters since.
  • Parisi Gray Wealth Management's Palantir position peaked at $21.8M in Q3 2025.
  • 2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.