PCG Wealth Advisors’s Palantir PLTR Stock Holding History

PCG 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 Q4	–	Sell	-1,405	Closed	-$256K	–	156
2025 Q3	$256K	Buy	+1,405	New	+$228K	0.07%	134

Other funds holding PLTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCG Wealth Advisors's PLTR Position: Q4 2025 in Review

PCG Wealth Advisors sold out of Palantir (PLTR) in Q4 2025, closing a stake of 1,405 shares — an estimated $256K sold.

PCG Wealth Advisors first reported a position in PLTR in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 3,057 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

PCG Wealth Advisors reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
PCG Wealth Advisors sold 1,405 Palantir shares in Q4 2025, an estimated $256K.
PCG Wealth Advisors first reported a position in Palantir in Q3 2025 and held it in 1 quarter.
PCG Wealth Advisors's Palantir position peaked at $256K in Q3 2025.
3,057 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on PCG Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.