Precedent Wealth Partners
PLTR icon

Precedent Wealth Partners’s Palantir PLTR Stock Holding History

Precedent Wealth Partners’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 		$591K Buy
3,160
+655
+26% +$104K 0.09% 133
2026
Q2 		$292K Sell
2,505
-1,085
-30% -$148K 0.05% 176
2026
Q1 		$525K Sell
3,590
-170
-5% -$26K 0.11% 125
2025
Q4 		$668K Buy
3,760
+53
+1% +$9.6K 0.14% 121
2025
Q3 		$676K Buy
3,707
+1,008
+37% +$163K 0.15% 119
2025
Q2 		$368K Buy
+2,699
New +$317K 0.09% 136

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

Precedent Wealth Partners's PLTR Position: Q3 2026 in Review

Precedent Wealth Partners increased its Palantir (PLTR) stake by 26% in Q3 2026, buying an estimated $104K and bringing the position to 3,160 shares worth $591K. The position accounts for 0.09% of the portfolio, ranked #133.

Precedent Wealth Partners first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $676K in Q3 2025. 2,212 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Precedent Wealth Partners held 3,160 shares of Palantir worth $591K as of Q3 2026.
  • Precedent Wealth Partners bought 655 Palantir shares in Q3 2026, an estimated $104K.
  • Palantir made up 0.09% of Precedent Wealth Partners's portfolio in Q3 2026, its #133 holding.
  • Precedent Wealth Partners first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • Precedent Wealth Partners's Palantir position peaked at $676K in Q3 2025.
  • 2,212 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.