PFG Investments’s Palantir PLTR Stock Holding History

PFG Investments’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 Q1	$16.3M	Buy	111,269 +8,830	+9%	+$1.35M	0.76%	21
2025 Q4	$18.2M	Sell	102,439 -3,346	-3%	-$606K	0.86%	18
2025 Q3	$19.3M	Sell	105,785 -2,000	-2%	-$324K	1%	12
2025 Q2	$14.7M	Buy	107,785 +9,179	+9%	+$1.08M	0.86%	15
2025 Q1	$8.32M	Sell	98,606 -3,343	-3%	-$294K	0.53%	32
2024 Q4	$7.71M	Buy	101,949 +14,830	+17%	+$864K	0.48%	32
2024 Q3	$3.24M	Buy	87,119 +11,483	+15%	+$352K	0.21%	85
2024 Q2	$1.92M	Buy	75,636 +19,538	+35%	+$440K	0.14%	150
2024 Q1	$1.29M	Buy	56,098 +30,228	+117%	+$644K	0.08%	279
2023 Q4	$444K	Buy	25,870 +1,425	+6%	+$25.4K	0.08%	268
2023 Q3	$391K	Buy	24,445 +7,427	+44%	+$118K	0.07%	292
2023 Q2	$261K	Buy	17,018 +1,768	+12%	+$20.1K	0.05%	405
2023 Q1	$129K	Buy	+15,250	New	+$119K	0.03%	454

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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