Rockline Wealth Management
PLTR icon

Rockline Wealth Management’s Palantir PLTR Stock Holding History

Rockline 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
2026
Q3 		$20.4M Buy
108,918
+5,382
+5% +$858K 3.8% 6
2026
Q2 		$12.1M Sell
103,536
-6,521
-6% -$890K 2.31% 8
2026
Q1 		$16.1M Sell
110,057
-4,615
-4% -$706K 3.5% 7
2025
Q4 		$20.4M Buy
114,672
+1,662
+1% +$301K 4.16% 5
2025
Q3 		$20.6M Sell
113,010
-4,580
-4% -$742K 4.27% 5
2025
Q2 		$16M Buy
117,590
+6,357
+6% +$746K 3.79% 5
2025
Q1 		$9.39M Buy
111,233
+23,204
+26% +$2.04M 2.61% 6
2024
Q4 		$6.66M Buy
88,029
+17,567
+25% +$1.02M 1.78% 12
2024
Q3 		$2.62M Buy
70,462
+10,822
+18% +$332K 0.74% 46
2024
Q2 		$1.51M Buy
59,640
+3,047
+5% +$68.6K 0.47% 53
2024
Q1 		$1.3M Buy
56,593
+8,083
+17% +$172K 0.46% 54
2023
Q4 		$833K Buy
+48,510
New +$864K 0.35% 62

Other funds holding PLTR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Rockline Wealth Management's PLTR Position: Q3 2026 in Review

Rockline Wealth Management increased its Palantir (PLTR) stake by 5.2% in Q3 2026, buying an estimated $858K and bringing the position to 108,918 shares worth $20.4M. The position accounts for 3.8% of the portfolio, ranked #6.

Rockline Wealth Management first reported a position in PLTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.6M in Q3 2025. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Rockline Wealth Management held 108,918 shares of Palantir worth $20.4M as of Q3 2026.
  • Rockline Wealth Management bought 5,382 Palantir shares in Q3 2026, an estimated $858K.
  • Palantir made up 3.8% of Rockline Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Rockline Wealth Management first reported a position in Palantir in Q4 2023 and has held it in 12 quarters since.
  • Rockline Wealth Management's Palantir position peaked at $20.6M in Q3 2025.
  • 2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Rockline Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.