Roberts Capital Advisors’s Palantir PLTR Stock Holding History

Roberts Capital Advisors’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 Q4	–	Sell	-2,744	Closed	-$501K	–	50
2025 Q3	$501K	Sell	2,744 -8,320	-75%	-$1.35M	0.56%	60
2025 Q2	$1.51M	Hold	11,064	–	–	1.12%	21
2025 Q1	$934K	Buy	+11,064	New	+$972K	0.82%	31

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Roberts Capital Advisors's PLTR Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Palantir (PLTR) in Q4 2025, closing a stake of 2,744 shares — an estimated $501K sold.

Roberts Capital Advisors first reported a position in PLTR in Q1 2025 and held it in 3 quarters. The position peaked at $1.51M in Q2 2025. 3,045 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

Roberts Capital Advisors reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 2,744 Palantir shares in Q4 2025, an estimated $501K.
Roberts Capital Advisors first reported a position in Palantir in Q1 2025 and held it in 3 quarters.
Roberts Capital Advisors's Palantir position peaked at $1.51M in Q2 2025.
3,045 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.