Principia Wealth Advisory
PLTR icon

Principia Wealth Advisory’s Palantir PLTR Stock Holding History

Principia Wealth Advisory’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 		$34.4K Buy
184
+48
+35% +$7.65K 0.02% 144
2026
Q2 		$15.9K Sell
136
-69
-34% -$9.41K 0.01% 195
2026
Q1 		$30K Buy
205
+79
+63% +$12.1K 0.02% 140
2025
Q4 		$22.4K Buy
126
+19
+18% +$3.44K 0.01% 149
2025
Q3 		$19.5K Buy
107
+11
+11% +$1.78K 0.01% 163
2025
Q2 		$13.1K Buy
96
+22
+30% +$2.58K 0.01% 151
2025
Q1 		$6.81K Buy
74
+25
+51% +$2.2K 0.01% 160
2024
Q4 		$3.71K Buy
+49
New +$2.85K ﹤0.01% 174

Other funds holding PLTR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Principia Wealth Advisory's PLTR Position: Q3 2026 in Review

Principia Wealth Advisory increased its Palantir (PLTR) stake by 35% in Q3 2026, buying an estimated $7.65K and bringing the position to 184 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #144.

Principia Wealth Advisory first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. 2,511 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Principia Wealth Advisory held 184 shares of Palantir worth $34.4K as of Q3 2026.
  • Principia Wealth Advisory bought 48 Palantir shares in Q3 2026, an estimated $7.65K.
  • Palantir made up 0.02% of Principia Wealth Advisory's portfolio in Q3 2026, its #144 holding.
  • Principia Wealth Advisory first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.