RMR Wealth Builders’s Palantir PLTR Stock Holding History

RMR Wealth Builders’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	$3.29M	Buy	22,513 +4,070	+22%	+$622K	0.26%	54
2025 Q4	$3.28M	Buy	18,443 +1,353	+8%	+$245K	0.26%	54
2025 Q3	$3.12M	Buy	17,090 +1,654	+11%	+$268K	0.26%	50
2025 Q2	$2.1M	Buy	15,436 +8,990	+139%	+$1.05M	0.19%	70
2025 Q1	$544K	Sell	6,446 -755	-10%	-$66.3K	0.06%	146
2024 Q4	$545K	Buy	7,201 +167	+2%	+$9.73K	0.06%	146
2024 Q3	$262K	Buy	+7,034	New	+$216K	0.03%	223
2022 Q2	–	Sell	-10,085	Closed	-$138K	–	210
2022 Q1	$138K	Buy	+10,085	New	+$135K	0.03%	203
2021 Q2	–	Sell	-18,711	Closed	-$436K	–	553
2021 Q1	$436K	Buy	18,711 +17,451	+1,385%	+$479K	0.11%	109
2020 Q4	$30K	Buy	+1,260	New	+$22.5K	0.01%	308

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return