PWM
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Prosperity Wealth Management’s Palantir PLTR Stock Holding History

Prosperity Wealth Management’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
2025
Q1 		– Sell
-300
Closed -$22.7K – 250
2024
Q4 		$22.7K Buy
+300
New +$17.5K 0.01% 208
2024
Q2 		– Sell
-1,000
Closed -$23 – 203
2024
Q1 		$23 Sell
1,000
-1,400
-58% -$29.8K ﹤0.01% 168
2023
Q4 		$41.2K Buy
+2,400
New +$42.7K 0.03% 143

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prosperity Wealth Management's PLTR Position: Q4 2025 in Review

Prosperity Wealth Management increased its Palantir (PLTR) stake by 4.7% in Q4 2025, buying an estimated $224K and bringing the position to 27,530 shares worth $4.89M. The position accounts for 1.63% of the portfolio, ranked #11.

Prosperity Wealth Management first reported a position in PLTR in Q4 2022 and has held it in 13 quarters since. 3,044 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

  • Prosperity Wealth Management held 27,530 shares of Palantir worth $4.89M as of Q4 2025.
  • Prosperity Wealth Management bought 1,239 Palantir shares in Q4 2025, an estimated $224K.
  • Palantir made up 1.63% of Prosperity Wealth Management's portfolio in Q4 2025, its #11 holding.
  • Prosperity Wealth Management first reported a position in Palantir in Q4 2022 and has held it in 13 quarters since.
  • 3,044 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.