RWM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
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