PlanVest Financial’s Palantir PLTR Stock Holding History

PlanVest Financial’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	$65.5K	Hold	350	–	–	0.04%	202
2026 Q2	$40.8K	Hold	350	–	–	0.03%	249
2026 Q1	$51.2K	Buy	+350	New	+$53.5K	0.04%	204

Other funds holding PLTR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

PlanVest Financial's PLTR Position: Q3 2026 in Review

PlanVest Financial held its Palantir (PLTR) position steady in Q3 2026 at 350 shares worth $65.5K. The position accounts for 0.04% of the portfolio, ranked #202.

PlanVest Financial first reported a position in PLTR in Q1 2026 and has held it in 3 quarters since. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

PlanVest Financial held 350 shares of Palantir worth $65.5K as of Q3 2026.
PlanVest Financial left its Palantir share count unchanged in Q3 2026.
Palantir made up 0.04% of PlanVest Financial's portfolio in Q3 2026, its #202 holding.
PlanVest Financial first reported a position in Palantir in Q1 2026 and has held it in 3 quarters since.
2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.