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PWMG
Prestige Wealth Management Group’s
Palantir
PLTR
Stock Holding History
Prestige Wealth Management Group’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
$66.1K
Buy
452
+21
+5%
+$3.21K
0.01%
232
2025
Q4
$76.6K
Sell
431
-101
-19%
-$18.3K
0.01%
223
2025
Q3
$97K
Sell
532
-1
-0.2%
-$162
0.02%
212
2025
Q2
$72.7K
Buy
533
+6
+1%
+$704
0.01%
231
2025
Q1
$44.5K
Sell
527
-210
-28%
-$18.4K
0.01%
265
2024
Q4
$55.7K
Hold
737
–
–
0.01%
245
2024
Q3
$27.4K
Buy
737
+650
+747%
+$19.9K
0.01%
313
2024
Q2
$2.2K
Hold
87
–
–
﹤0.01%
697
2024
Q1
$2K
Hold
87
–
–
﹤0.01%
744
2023
Q4
$1.49K
Hold
87
–
–
﹤0.01%
811
2023
Q3
$1.39K
Hold
87
–
–
﹤0.01%
820
2023
Q2
$1.33K
Hold
87
–
–
﹤0.01%
854
2023
Q1
$736
Hold
87
–
–
﹤0.01%
928
2022
Q4
$559
Hold
87
–
–
﹤0.01%
1047
2022
Q3
$1K
Sell
87
-150
-63%
-$1.33K
﹤0.01%
899
2022
Q2
$2K
Buy
237
+209
+746%
+$2.07K
﹤0.01%
777
2022
Q1
$0
Hold
28
–
–
﹤0.01%
1032
2021
Q4
$1K
Hold
28
–
–
﹤0.01%
934
2021
Q3
$1K
Hold
28
–
–
﹤0.01%
923
2021
Q2
$1K
Hold
28
–
–
﹤0.01%
915
2021
Q1
$1K
Buy
+28
New
+$768
﹤0.01%
902
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30.48%
1-Year Est. Return
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$4.04T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
VPM
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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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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