PAW
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Plan A Wealth’s Palantir PLTR Stock Holding History

Plan A Wealth’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 		$356K Buy
1,904
+151
+9% +$24.1K 0.13% 111
2026
Q2 		$205K Buy
1,753
+298
+20% +$40.7K 0.09% 179
2026
Q1 		$213K Buy
1,455
+249
+21% +$38.1K 0.1% 157
2025
Q4 		$214K Sell
1,206
-120
-9% -$21.7K 0.1% 151
2025
Q3 		$242K Buy
+1,326
New +$215K 0.12% 135

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Plan A Wealth's PLTR Position: Q3 2026 in Review

Plan A Wealth increased its Palantir (PLTR) stake by 8.6% in Q3 2026, buying an estimated $24.1K and bringing the position to 1,904 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #111.

Plan A Wealth first reported a position in PLTR in Q3 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Plan A Wealth held 1,904 shares of Palantir worth $356K as of Q3 2026.
  • Plan A Wealth bought 151 Palantir shares in Q3 2026, an estimated $24.1K.
  • Palantir made up 0.13% of Plan A Wealth's portfolio in Q3 2026, its #111 holding.
  • Plan A Wealth first reported a position in Palantir in Q3 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.